BROOKLAWN CAPITAL ADVISORS

BROOKLAWN CAPITAL ADVISORS LLC Legal Name

Adviser information for BROOKLAWN CAPITAL ADVISORS last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 1
Investment Advisory/Research 1
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 1
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 0 $0
Non-Discretionary 10 $105.8M
Total 10 $105.8M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 10 $105.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-110194
SEC ERA File Number 801-110194
SEC CIK Numbers None
SEC CRD Numbers 287796
Legal Entity Identifier None

Principal Office

555 MADISON AVENUE
24TH FLOOR
NEW YORK
NY
United States
Monday - Friday, 9:00AM - 5:00 PM
Tel: 212-339-8590, Fax: N/A

Chief Compliance Officer

ANDREW OLEN WHITE
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
555 MADISON AVENUE
24TH FLOOR
NEW YORK
NY
United States
Tel: 212-339-8590
Fax: N/A
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WHITE, ANDREW, OLEN Individual MANAGING MEMBER & CHIEF COMPLIANCE OFFICER 12/2013 > 75%

No. Employees, Historic

10502020202120222023202420251 on 3/30/20201 on 6/29/20201 on 3/19/20211 on 3/31/20221 on 3/17/20231 on 3/29/2024

RAUM, Historic

200M100M020202021202220232024202559079369 on 3/30/202059079369 on 6/29/202043371009 on 3/19/202161161318 on 3/31/202297417640 on 3/17/2023105821433 on 3/29/2024

No. Clients, Historic

10502020202120222023202420255 on 3/30/20205 on 6/29/20200 on 3/19/20216 on 3/31/202210 on 3/17/202310 on 3/29/2024