# Brooke Private Equity Associates Management LLC

> Brooke Private Equity Associates Management LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 29, 2026.

- CRD: 156772
- Filed as: BROOKE PRIVATE EQUITY ASSOCIATES MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: June 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156772
- AdvisorCensus page: https://advisorcensus.com/firm/brooke-private-equity-associates-management-llc-boston-ma-156772

## Quick answers

**How is Brooke Private Equity Associates Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brooke Private Equity Associates Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**How much does Brooke Private Equity Associates Management LLC charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Asset-based fee: 0.65% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Brooke Private Equity Associates Management LLC located?**
Brooke Private Equity Associates Management LLC's principal office is in Boston, MA, according to its Form ADV.

**Is Brooke Private Equity Associates Management LLC registered with the SEC or a state?**
Brooke Private Equity Associates Management LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 156772.

**How much does Brooke Private Equity Associates Management LLC manage?**
Brooke Private Equity Associates Management LLC reports $1,942,819,455 in regulatory assets under management in its Form ADV filing dated June 29, 2026 (100% discretionary).

**How have Brooke Private Equity Associates Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Brooke Private Equity Associates Management LLC: Regulatory assets under management: $1,067,139,024 in the October 2021 data and $1,942,819,455 in the October 2026 data, up 82%. Total employees: 13 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brooke Private Equity Associates Management LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (14).

**Does Brooke Private Equity Associates Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156772

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Asset-based fee: 0.65% to 1.25% a year (a range, as the brochure states it)

> Generally, the management fees range from 0.65% to 1.25% of the total capital committed to the Fund by investors.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $1,942,819,455
- Discretionary: $1,942,819,455
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 14 | $1,942,819,455 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bpea-pe.com
- LinkedIn @brooke-private-equity-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,067,139,024 | 13 | June 9, 2021 |
| October 2022 | $1,158,227,688 | 15 | March 30, 2022 |
| October 2023 | $1,605,966,458 | 17 | June 27, 2023 |
| October 2024 | $1,679,486,047 | 16 | March 28, 2024 |
| October 2025 | $1,821,711,186 | 17 | March 28, 2025 |
| October 2026 | $1,942,819,455 | 19 | June 29, 2026 |

Regulatory assets under management: $1,067,139,024 in the October 2021 data and $1,942,819,455 in the October 2026 data, up 82%.
Total employees: 13 in October 2021 and 19 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brooke Private Equity Associates Management LLC (CRD 156772): Form ADV filing data as of October 2026.