Braeside Investments, LLC
Braeside Investments, LLC is an SEC-registered asset manager in Dallas, TX with $139.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Braeside Investments, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131184, SEC 801-72448, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $139.4M (2026-03-02)
- Firm type
- Asset Manager
- Location
- Dallas, TX
- Employees
- 3
- Clients
- 3
- CRD
- 131184
- Ownership
- STEIN, TODD, JONATHAN; MCINTYRE, STEVEN, PAUL; EPPERSON, CHARLES, DOUGLAS; CHO, YOUNG, MAN
How much AUM does Braeside Investments, LLC have?
Braeside Investments, LLC reported $139.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Braeside Investments, LLC?
Disclosed owners and executives of Braeside Investments, LLC include STEIN, TODD, JONATHAN, MCINTYRE, STEVEN, PAUL, EPPERSON, CHARLES, DOUGLAS, CHO, YOUNG, MAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.