Overview
Braeside Investments, LLC, founded in 2004, is an investment advisory services firm
specializing in investment management for hedge funds. The principal owners of our
firm are Steven McIntyre and Todd J. Stein.
Our firm specializes in offering investment advisory services to its hedge fund clients. In
providing our advisory services, we seek to achieve capital appreciation through
investments primarily in securities we believe are undervalued in the small and micro-cap
space (defined as less than one billion dollars in enterprise value). We utilize a range of
investment strategies, including investing in publicly-traded equity securities, both long
and short. We also invest in a broad array of other securities in both private and public
markets.
Braeside also sub-advises a portion of a pooled investment vehicle that is managed by an
unaffiliated investment adviser.
For more information on the investment strategy of our clients, please see Item 8: Method
of Analysis, Investment Strategy and Risk of Loss.
Our firm tailors our advisory services in accordance with each client’s needs and
investment strategy as disclosed in its offering document. Clients may not, however,
place restrictions on our investing in securities or certain types of securities.
We do not participate in any wrap fee programs.
The amount of client assets that we manage on a discretionary basis, as of December 31,
2023 is $120,845,574. We do not manage any client assets on a non-discretionary basis.