BROOKSIDE EQUITY PARTNERS LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.4B
Discretionary
$1.4B
100% of AUM
Avg account
$72.3M
Accounts
20
Employees
8
Advisory reps
3

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
164429
Registered since
July 10, 2015
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Brookside Equity Partners LLC operates as a private equity manager focused on pooled investment vehicles for institutional clients. The firm acts as an adviser and sponsor—serving as general partner and managing member of its funds—rather than as a broad capital allocator across disparate mandates. Investment activity centers on private equity commitments and related private-market strategies; the firm also indicates active interest in ESG considerations across its investments. Brookside’s advisory work is concentrated on managing closed-ended funds and similar pooled structures, with governance and fee arrangements that include percentage-of-AUM, fixed fees and performance-based components. Brookside has a compact institutional client base and appears to prioritize concentrated, manager-led private-market strategies rather than broad public-market index exposures. When it does hold publicly reportable equities, those positions are small relative to its private fund footprint and are concentrated across very few names.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • RAYMOND WELDON

    Managing Director, Chief Compliance OfficerCRD 6071443

Contacts

2 of 2
  • RICHARD DELL'AQUILA

    Managing DirectorCRD 6177492

  • DONALD HAWKS

    Managing Director & PresidentCRD 6071436

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
201 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth