|
⚲
|
| Brookside Equity Partners LLC
✚
| |
|---|---|
| CRD # | 164429 |
| SEC # | 801-100479 |
| CIK # | 0001805466 |
| AUM | $1.2 BB (2024-07-08) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 203-595-4520 |
| Address | 201 Tresser Boulevard Stamford, CT 06901 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| 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 | 20 | 1,228.3 |
| (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 | 20 | 1,228.3 |
| By Discretionary | ||
| Discretionary | 20 | 1,228.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 1,228.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,228.3 | |
| Total | 20 | 1,228.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| Donald Hawks III | 6 | ||
| NA Brookside Equity Partners LLC | 1 | ||
| Raymond Weldon | 1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001805466] | |
| 3 | [0001805466] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Brookside Equity Partners LLC | |
| SelectQuote, Inc. |
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