# Brookside Equity Partners LLC

> Brookside Equity Partners LLC is an SEC-registered investment advisory firm in Stamford, CT, registered since 2015, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 30, 2026.

- CRD: 164429
- Filed as: BROOKSIDE EQUITY PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Stamford, CT
- Filing period: October 2026
- Form ADV filing dated: June 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164429
- AdvisorCensus page: https://advisorcensus.com/firm/brookside-equity-partners-llc-stamford-ct-164429

## Quick answers

**How is Brookside Equity Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Brookside Equity Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees; other.

**Where is Brookside Equity Partners LLC located?**
Brookside Equity Partners LLC's principal office is in Stamford, CT, according to its Form ADV.

**Is Brookside Equity Partners LLC registered with the SEC or a state?**
Brookside Equity Partners LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 164429.

**How much does Brookside Equity Partners LLC manage?**
Brookside Equity Partners LLC reports $1,490,162,708 in regulatory assets under management in its Form ADV filing dated June 30, 2026 (100% discretionary).

**How have Brookside Equity Partners LLC's assets and staff changed since 2021?**
In the Form ADV data for Brookside Equity Partners LLC: Regulatory assets under management: $1,588,509,223 in the October 2021 data and $1,490,162,708 in the October 2026 data, down 6%. Total employees: 7 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Brookside Equity Partners LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (20).

**Does Brookside Equity Partners 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/164429

**What changed in Brookside Equity Partners LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,290,224,870 to $1,445,152,827 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Regulatory assets under management (Item 5.F)
- Total: $1,490,162,708
- Discretionary: $1,490,162,708
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | Not reported |
| High net worth individuals | 0 | Not reported |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 20 | $1,490,162,708 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- brooksideequity.com
- LinkedIn @brookside-equity-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,588,509,223 | 7 | July 1, 2021 |
| October 2022 | $1,592,456,226 | 8 | July 7, 2022 |
| October 2023 | $1,255,383,885 | 8 | July 12, 2023 |
| October 2024 | $1,228,311,377 | 8 | July 8, 2024 |
| October 2025 | $1,290,224,870 | 8 | June 25, 2025 |
| October 2026 | $1,490,162,708 | 8 | June 30, 2026 |

Regulatory assets under management: $1,588,509,223 in the October 2021 data and $1,490,162,708 in the October 2026 data, down 6%.
Total employees: 7 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,290,224,870 to $1,445,152,827 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Brookside Equity Partners LLC (CRD 164429): Form ADV filing data as of October 2026.