BROOKSIDE CAPITAL

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They design, implement, and manage custom tailored portfolios of liquid assets for high net worth investors. In order to avoid the potential conflict of interest found in most of the financial industry, they do not accept commissions on any transactions in client accounts. They sell no assets. Instead, they charge a management fee that is based on the market value of the account. That fee ranges from 1.5% per year down to 0.5%, depending on the size of the account. For the safety of the c... lient’s assets, they do not hold cash or securities at Brookside Capital, Inc. Assets are held at a brokerage firm or bank custodian of the client’s choice. The minimum account size is generally $1 million. There is a wide range of issues to consider when designing a portfolio strategy for a client. Among these issues are age, other assets held, income requirements, taxes, specific funding goals, and personal preferences. However, the most important consideration is defining the acceptable level of risk for each client. They have found that this is both a financial and comfort level that varies broadly by client. Through financial modeling and some proprietary questionnaires, they help the client understand their specific acceptable risk level, and then design a strategy that optimizes the potential rate of return without exceeding that risk limit. Stated simply, all clients want to make as much money as they can—without exceeding their own unique risk level. In selecting assets, they start the decision process at what they call the “SEP” level. SEP stands for “Social, Economic, and Political” themes. Their research has unquestionably shown that understanding these global, long-term themes is the most essential element in determining investment success or failure. Their Board of Advisors is the key group in helping them understanding these themes. Some examples include The Revolution in Healthcare, Homeland Security, Consumer Value, The Information Age: Part 3, Nanometrics, and The Education Failure. There are many others, and the list is fluid and always evolving. They meet with their clients often to keep them up to date on their portfolios and their outlook. This also gives them the opportunity to keep their current on any changes in their lives so that they can make any necessary adjustments in their portfolio strategy.

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BROOKSIDE CAPITAL

Social Links:

Industry:
Angel Investment Biotechnology Photography

Founded:
1990-01-01

Status:
Active

Contact:
415-233-4640

Email Addresses:
[email protected]

Technology used in webpage:
SPF Apache Microsoft Exchange Online Office 365 Mail Network Solutions DNS Citrix NetScaler Confluence Networks



Current Advisors List

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Charles “Chris” Ray Chairman & Advisory Board Member @ Brookside Capital
Advisor

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Marilyn Thomas Board of Advisors @ Brookside Capital
Advisor

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William New, Jr. Board of Advisors @ Brookside Capital
Advisor

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Leon Cooper Board of Advisors @ Brookside Capital
Advisor

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Charles J. Hart Board of Advisors @ Brookside Capital
Advisor

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Thomas L. Rea Board of Advisors @ Brookside Capital
Advisor

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Ashley A. Connell Board of Advisors @ Brookside Capital
Advisor

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Matthew P. Janopaul Board of Advisors @ Brookside Capital
Advisor

Current Employees Featured

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Daniel Krizek
Daniel Krizek Director @ Brookside Capital
Director

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James Rea
James Rea President @ Brookside Capital
President

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Craig Law
Craig Law Operations Manager @ Brookside Capital
Operations Manager

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Doreen Marino
Doreen Marino Director of Client Services @ Brookside Capital
Director of Client Services

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Jeremy A. Woan
Jeremy A. Woan Chairman & CEO @ Brookside Capital
Chairman & CEO

Founder


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David Buttolph

Investments List

Date Company Article Money raised
2016-01-16 Anaplan Brookside Capital investment in Series E - Anaplan 90 M USD
2015-11-27 Socar Brookside Capital investment in Series B - Socar 65 B KRW
2015-09-23 SevOne Brookside Capital investment in Series C - SevOne 47.1 M USD
2015-07-30 Translate Bio Brookside Capital investment in Series B - Translate Bio 63.81 M USD
2015-07-23 Giosis Brookside Capital investment in Series A - Giosis 82.1 M USD
2015-07-20 Qoo10-Indonesia Brookside Capital investment in Series A - Qoo10-Indonesia 82 M USD
2015-05-20 REGENXBIO Brookside Capital investment in Series D - REGENXBIO 70.5 M USD
2015-05-19 MuleSoft Brookside Capital investment in Series G - MuleSoft 128 M USD
2015-05-12 DocuSign Brookside Capital investment in Series F - DocuSign 300 M USD
2015-04-13 Voyager Therapeutics Brookside Capital investment in Series B - Voyager Therapeutics 60 M USD

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