|
⚲
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| Briarwood Chase Management LLC
✚
|
|
|---|---|
| CRD # | 170245 |
| SEC # | 801-79074 |
| CIK # | |
| AUM | $765.4 MM (2023-03-27) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 212-984-6798 |
| Address | 130 W 42nd St New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Metacolor Capital LP | [2023-03-27] | 30.3 | 5.5 |
| Other | DARK Roast Capital LP | [2021-03-29] | 50.2 | 53.2 |
| HF | Briarwood Capital Partners LP | [2014-01-08] | 566.4 | 706.7 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 765.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 765.4 |
| By Discretionary | ||
| Discretionary | 4 | 765.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 4 | 765.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 217.0 | |
| United States Persons | 548.4 | |
| Total | 4 | 765.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2023 |
|---|---|---|---|
| Mario Sgarlata | 5 | ||
| Briarwood Chase Management LLC | 4 | ||
| Aalap Mahadevia | 3 | ||
| Briarwood Capital Partners GP LLC | 3 | ||
| Ethan Sharvit | 1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Moon Capital Management LP
✚
|
NY | 0.8 |
|
Teza Capital Management LLC
✚
|
IL | 0.8 |
|
Dendur Capital LP
✚
|
NY | 0.8 |
|
Telemark Asset Management LLC
✚
|
MA | 0.8 |
|
Equinox Partners Investment Management LLC
✚
|
CT | 0.8 |
|
Makaira Partners LLC
✚
|
CA | 0.8 |
|
Distributed Global Manager LP
✚
|
TX | 0.8 |
|
DSC Meridian Capital LP
✚
|
NY | 0.8 |
|
Goodnow Investment Group LLC
✚
|
CT | 0.8 |
|
Fine Capital Partners LP
✚
|
NY | 0.8 |