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Brooklyn Fi, LLC

● SEC registered since 2021CRD 292115SEC# 801-120862Brooklyn, NY
Export (members)
Reg. AUM
$341.5M
Employees
11
Accounts
295
Location
Brooklyn, NY

Brooklyn Fi, LLC assets under management

Brooklyn Fi, LLC is a registered investment adviser overseen by the SEC based in Brooklyn, NY. The firm has been registered since 2021. It reports $341.5 million in regulatory assets under management and employs 11 people.

Brooklyn Fi, LLC owners & executives

3 reported
NameTitleOwnershipSince
Ally Ayers ControlManaging Member25-50%2019
John Timothy Francis OwensMember, Director Of Financial Planning, & Cco5-10%2022
Shane Paul Mason ControlManaging Member25-50%2017

Frequently asked questions

How much does Brooklyn Fi, LLC manage?

Brooklyn Fi, LLC reports $341.5 million in regulatory assets under management on its Form ADV.

How many employees does Brooklyn Fi, LLC have?

Brooklyn Fi, LLC reports 11 employees.

Where is Brooklyn Fi, LLC located?

Brooklyn Fi, LLC is based in Brooklyn, NY and has been SEC-registered since 2021.

Does Brooklyn Fi, LLC disclose fund performance?

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

Contact & registration

Address33 Nassau Ave, Brooklyn, NY 11222
Phone(332) 296-1660
Office hoursBy Appointment Only
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$341.5M
Non-discretionary$0
Total (RAUM)$341.5M