|
⚲
|
| Keyboard |
| Brooke Private Equity Associates Management LLC
✚
|
|
|---|---|
| CRD # | 156772 |
| SEC # | 801-74252 |
| CIK # | |
| AUM | 1,942.8 M (2026-06-29) |
| Employees | 19 (53% Investors, 0% Brokers) |
| Phone | 617-227-3160 |
| Address | 100 Federal Street Boston, MA 02110 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | BPEA Cayman VII LP | [2025-03-28] | 42.2 M | 58.8 M |
| Filed 2025-09-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Finder's Fee $150,000 · Revenue Decline to Disclose | ||||
| PE | BPEA VII LP | [2025-03-28] | 233.7 M | 269.3 M |
| Filed 2025-09-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BPEA Strategic Healthcare II LP | [2023-03-31] | 378.3 M | 426.8 M |
| Filed 2025-07-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Finder's Fee $2,017,500 · Revenue Decline to Disclose | ||||
| PE | BPEA Cayman VI LP | [2022-03-30] | 44.7 M | 68.6 M |
| Filed 2023-02-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BPEA VI LP | [2022-03-30] | 279.2 M | 362.6 M |
| Filed 2023-02-14 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BPEA Cayman V LP | [2020-03-27] | 30.6 M | 34.3 M |
| Filed 2020-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BPEA V LP | [2020-03-27] | 210.7 M | 234.0 M |
| Filed 2020-08-11 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| PE | BPEA Strategic Healthcare I-B LP | [2019-03-29] | 305.8 M | 410.0 M |
| Filed 2020-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | BPEA Cayman IV LP | [2018-03-21] | 26.6 M | |
| Filed 2017-04-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| PE | BPEA IV LP | [2018-03-21] | 167.0 M | |
| Filed 2017-04-06 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| 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 | 14 | 1,942.8 |
| (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 | 14 | 1,942.8 |
| By Discretionary | ||
| Discretionary | 14 | 1,942.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14 | 1,942.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 194.9 | |
| United States Persons | 1,748.0 | |
| Total | 14 | 1,942.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| General Partner Bpeam VI LLC | Promoter | 2 | 1 | |
| General Partner Bpea III GP LP | Promoter | 2 | 1 | |
| Christopher Austen | Executive Officer | 2 | 1 | |
| General Partner Bpeam IV LLC | Promoter | 2 | 1 | |
| General Partner of The General Partner Brooke Private Equity Management III LLC | Promoter | 2 | 1 | |
| John Brooke | Executive Officer | 2 | 1 | |
| General Partner Bpeam V LLC | Promoter | 2 | 1 | |
| Stephen Byers | Executive Officer | 1 | 1 | |
| General Partner Bpea Sbg GP LP | Promoter | 1 | 1 | |
| General Partner of The General Partner Bpea Sbg GP LLC | Promoter | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional |
| Fund Types | Private Equity |
| Comparable Firms | State | AUM |
|---|---|---|
|
FIC Partners Management LP
✚
|
TX | 1,967.0 M |
|
Brynwood Partners Management LLC
✚
|
CT | 1,964.5 M |
|
Ocean Avenue Capital Partners LP
✚
|
CA | 1,964.2 M |
|
Behrman Brothers Management Company LP
✚
|
NY | 1,948.2 M |
|
Capital Z Partners Management LLC
✚
|
FL | 1,944.7 M |
|
Lorient Capital Management LLC
✚
|
FL | 1,944.5 M |
|
Entrepreneurial Equity Partners LP
✚
|
IL | 1,932.1 M |
|
Comvest PE Advisors LLC
✚
|
FL | 1,920.5 M |
|
Legalist Inc
✚
|
CA | 1,915.1 M |
|
Carousel Capital Management Company LP
✚
|
NC | 1,912.8 M |