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Braeside Investments, LLC

● SEC registered since 2011CRD 131184SEC# 801-72448Dallas, TX
Export (members)
Ranks #5,309 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$127.2M
Fund GAV
$92.2M
Private funds
2
Employees
3
Accounts
4
Location
Dallas, TX

Braeside Investments, LLC assets under management

Braeside Investments, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2011. It reports $127.2 million in regulatory assets under management and employs 3 people. Braeside Investments, LLC manages 2 private funds with combined gross assets of $92.2 million, including Braeside Capital II, L.P. By regulatory assets, it ranks 5,309 of 5,911 private fund managers.

Braeside Investments, LLC private funds

2 funds · $92.2M GAV
FundTypeGross assetsMin.
Braeside Capital II, L.P.Hedge$48.8M$750K
Braeside Capital, L.P.Hedge$43.4M$750K

Braeside Investments, LLC owners & executives

3 reported
NameTitleOwnershipSince
Steven Paul McIntyre ControlElected Manager And Chief Investment Officer50-75%2004
Todd Jonathan Stein ControlElected Manager And Member50-75%2004
Young Man Cho ControlChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Braeside Investments, LLC manage?

Braeside Investments, LLC reports $127.2 million in regulatory assets under management on its Form ADV.

How many private funds does Braeside Investments, LLC manage?

Braeside Investments, LLC manages 2 private funds with combined gross assets of $92.2 million.

How many employees does Braeside Investments, LLC have?

Braeside Investments, LLC reports 3 employees.

Where is Braeside Investments, LLC located?

Braeside Investments, LLC is based in Dallas, TX and has been SEC-registered since 2011.

Does Braeside Investments, LLC disclose fund performance?

Braeside Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14841 Dallas Parkway, Suite 415, Dallas, TX 75254
Phone214.276.9001
Office hours8:00 a.m.-5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$127.2M
Non-discretionary$0
Total (RAUM)$127.2M