SourcingSourcing

BROOKSIDE EQUITY PARTNERS LLC

C28
CRD 164429·SEC 801-100479·STAMFORD, CT
AUM
$1.45B
$1B+
Est. Revenue
$14.5M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BROOKSIDE EQUITY PARTNERS LLC
CRD
164429
SEC file #
801-100479
EIN
—
DBA names
—

Economics

AUM
$1.45B
AUM band
$1B+
AUM trajectory
'20'26
$816.2M → $1.45B▲ +77%
Client mix
Pooled Investment Vehicles20

Operations

Employees (total)
8
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
8 advisors → 7 advisors▼ -12%
Primary office
STAMFORD CT
Branches
—

Custodian & Brokerage

Primary custodian
Folio Institutionalmedium confidence
Services offered
Portfolio mgmt — pooled vehiclesOther Advisory Services
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
brooksideequity.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DELL'AQUILA, RICHARD, THOMAS
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DELL'AQUILA, RICHARD, THOMAS
HAWKS, DONALD, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BROOKSIDEEQUITY.COM
Rdap Domain Creation Date
2006-04-18T16:51:50Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001615361
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2014-07-31
Edgar Last Filing Date
2021-03-10
Edgar Form D Count
1
Edgar Form D Offerings
2014-07-312014-07-31 · 0001615361-14-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Window
Folio Institutional1
Full
Jpmorgan33
Morgan Stanley6
E*trade4
Folio Institutional1
Edgar Addresses
Mailing
201 TRESSER BOULEVARD, SUITE 320STAMFORD, CT 06901
Business
201 TRESSER BOULEVARD, SUITE 320STAMFORD, CT 06901
Edgar Recent Filings
42021-03-10 · 0001398344-21-006111
42020-05-28 · 0001398344-20-011596
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-12-08T04:59:59Z
Rdap Domain Last Changed
2024-12-08T16:18:02Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
6177492
Trust Company Affiliate
No

People (3)

3
DELL'AQUILA, RICHARD, THOMAS
Direct Owner · 37.5%
6177492
HAWKS, DONALD, LOUIS
Direct Owner · 37.5%
6071436
WELDON, RAYMOND, FRANCIS
Direct Owner · 37.5%
6071443