Brentwood Private Equity, LLC (Los Angeles)
Brentwood Private Equity, LLC is a large advisory firm based in Los Angeles. It manages $2.25 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.
Brentwood Private Equity provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Brentwood Private Equity: assets under management
The assets under management (AUM) of Brentwood Private Equity, LLC is $2.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Brentwood Private Equity, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Brentwood Private Equity serves?
The only and largest group of clients of Brentwood Private Equity is pooled investment vehicles with 9 clients and $2.25 billion of assets under management. Among the 10 most similar advisory firms, Brentwood Private Equity has the 5th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $2.25 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.
Brentwood Private Equity also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $20,000,000.
Careers at Brentwood Private Equity, LLC
The company employs 31 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Direct owners and executive officers
Based in Los Angeles
The principal office where Brentwood Private Equity, LLC performs its advisory services is located at 11150 Santa Monica Boulevard, Los Angeles, CA 90025 3386, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-477-6611. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at brentwood.com.
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