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BROOKSTONE CAPITAL MANAGEMENT LLC

Business and Investment Profile

The BROOKSTONE CAPITAL MANAGEMENT LLC is a privately held investment adviser that advises $14.63Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. BROOKSTONE CAPITAL MANAGEMENT LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 56.73% over the last 5-years.

Regulatory Profile

The Group has been registered with the SEC for 19.39 years and is comprised of 5 filing and 0 relying advisers. They operate out of 52 office locations with their Headquarters at 1745 S. NAPERVILLE ROAD SUITE 200, WHEATON, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.

Employee Profile

They have 666 employees comprised of 577 investment and 89 non-investment staff. The total number of Employees increased by 17.25% over the last 5-years.

Asset Profile

Their $14.63Bn in assets advised are owned by 0 private funds, 10 public funds and BDCs and 45 other accounts. Assets of Individuals clients own $11.09Bn or 75.82% of Total Assets and High Net Worth Individuals own $1.83Bn or 12.5% of Total Assets.

Investment Strategy Profile

The Group's top investment strategies include FI/Credit - Diverse, Long/Short Equity and Multi Strat, representing 71.12%, 20.21% and 8.67% of total assets, respectively.

Client Profile

They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.

Service Provider Profile

The Group uses 1 Fund Administrators, 2 Fund Auditors, 0 Prime Brokers, 2 Custodians and 2 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.

Fee Profile

The Group discloses fixed fees and management fees.

Sub-Advisers

BROOKSTONE CAPITAL MANAGEMENT LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.

Full profile: BROOKSTONE CAPITAL MANAGEMENT LLC

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Generated 2026-09-12T06:48:00.9212133.  © 2026 Convergence.