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BROOKSIDE EQUITY PARTNERS LLC

201 Tresser Boulevard
Suite 320
Stamford, Connecticut 06901
Tel: 203-595-4520

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About BROOKSIDE EQUITY PARTNERS LLC

BROOKSIDE EQUITY PARTNERS LLC, formally registered with the SEC as BROOKSIDE EQUITY PARTNERS LLC. The firm was established in 07/10/2015. They have over 1 offices throughout the country.

BROOKSIDE EQUITY PARTNERS LLC is a Stamford, Connecticut based Financial Planning firm with nearly $1,228,311,377 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#164429
SEC#801-100479
Assets Managed by Firm$1,228,311,377
No. of Clients20
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based
  • Other (MONITORING FEES)

Advisory Services Provided

  • Portfolio management for pooled investment vehicles
  • Other (CONSULTING AND REPORTING SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total20$1,228,311,377

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