The BROOKLINE WEALTH is a privately held investment adviser that advises $148.96mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BROOKLINE WEALTH 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 355.22% over the last 3-years.
The Group has been registered with the SEC for 1.94 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1000 WESTBANK DR. BUILDING 3, AUSTIN, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 6 employees comprised of 1 investment and 5 non-investment staff. The total number of Employees increased by 500% over the last 3-years.
Their $148.96mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 1 other account. Assets of High Net Worth Individuals clients own $144.64mn or 97.1% of Total Assets and Charitable Organizations own $4.32mn or 2.9% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Charitable Organizations.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and fixed fees.
BROOKLINE WEALTH names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.