BROOKSIDE EQUITY PARTNERS LLC other names

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Adviser Profile

As of Date:

07/08/2024

Adviser Type:

- Large advisory firm

Number of Employees:

8

of those in investment advisory functions:

7

Registration:

SEC, Approved, 7/10/2015

Other registrations (2)
AUM:

1,228,311,377 0.25%

of that, discretionary:

1,228,311,377 0.25%

Private Fund GAV:

1,228,225,589 -2.19%

Avg Account Size:

61,415,569 15.29%

SMA’s:

NO

Private Funds:

20 3

Contact Info

203 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
2B 1B 1B 910M 682M 455M 227M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Owl Rock Capital Corp.
03/31/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Meta Financial Group Inc.
03/30/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

SelectQuote Announces Closing of Secondary Public Offering of Common Stock by Selling Stockholders
03/08/2021

It is now seeking $1.15 billion as a creditor of Greensill, which filed for insolvency in the U.K. on March 8.Fan, who also managed Vision Fund investments in Flexport Inc. and Fair, both of which ...

Yahoo Finance

Is Antero Midstream Corporation (AM) a Smart Long-Term Buy?
03/08/2021

A net return of 20% was recorded by the fund for the fourth quarter of 2020, outperforming its MSCI World benchmark that delivered a 15.9% return. You can view the fund’s top 5 holdings to have ...

yahoo.com

SelectQuote Announces Closing of Secondary Public Offering of Common Stock by Selling Stockholders
03/08/2021

today announced the closing of its previously announced secondary public offering of 10,600,000 shares of common stock by certain stockholders of the Company (the "Selling Stockholders"), including entities associated with Brookside Equity Partners LLC ...

Yahoo Finance

Yellen Sees U.S. Labor Market Being Back on Track by Next Year
03/08/2021

“We’re really concerned about scarring permanent scarring from this crisis, and it’s focused us very heavily on doing everything we can to get back on track as quickly as we can,” Yellen said in a virtual discussion with International Monetary Fund ...

Yahoo Finance


Private Funds Structure

Fund Type Count GAV
Private Equity Fund 19 $1,222,413,428
Other Private Fund 1 $5,812,161

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Private Funds



Employees




Brochure Summary

Overview

4.A. Advisory Firm Description BEP was formed in May 2006 and began conducting business as an investment adviser in 2012. BEP is a limited liability company formed under the laws of the state of Delaware and its primary place of business is located in Stamford, Connecticut. The principal owners and managing directors of BEP are Donald L. Hawks III, Raymond F. Weldon, and Richard Dell’Aquila (the “Managing Partners”), who collectively own all of the outstanding membership interests of BEP. 4.B. Types of Advisory Services BEP provides complete management, administrative operations and investment advisory services to several private pooled investment vehicles that primarily invest in private equity investment opportunities (each, a “Private Fund” or “Client”, and collectively, “Private Funds” or “Clients”). Additionally, BEP provides other, non-investment advisory services, such as consulting and investment monitoring services, to private pooled investment
vehicles and other entities. 4.C. Client Investment Objectives/Restrictions Investments in the Private Funds are managed in accordance with the needs of the businesses in which BEP invests and the investment focus of such Private Funds, and are not tailored to the individualized needs of any particular investor of the Private Funds (each, an “investor”). Therefore, investors should consider whether a given Private Fund meets their investment objectives and risk tolerance prior to investing. Information about the Private Funds can be found in the operating agreement for each Private Fund, which will be provided to qualified current and prospective investors only through BEP or another authorized party. 4.D. Wrap Fee Programs BEP does not participate in, nor is it a sponsor of, any wrap fee programs. 4.E. Assets Under Management as of 12/31/2022: As of December 31, 2023, BEP managed $1,204,951,474 in assets on a discretionary basis.