Brentwood Private Equity, LLC (Los Angeles)

Name: Brentwood Private Equity, LLC
Address: 11150 Santa Monica Boulevard, Los Angeles, CA, 90025 3386
Telephone: 310-477-6611

Brentwood Private Equity, LLC is a large advisory firm based in Los Angeles. It manages $2.25 billion of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.

Brentwood Private Equity provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brentwood Private Equity: assets under management

The assets under management (AUM) of Brentwood Private Equity, LLC is $2.25 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.25 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250.46 million each.

Brentwood Private Equity has custody of $2.25 billion in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brentwood Private Equity, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brentwood Private Equity serves?

The only and largest group of clients of Brentwood Private Equity is pooled investment vehicles with 9 clients and $2.25 billion of assets under management. Among the 10 most similar advisory firms, Brentwood Private Equity has the 5th highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $2.25 billion for 9 clients. None of the firm’s clients are foreign persons or businesses.

Brentwood Private Equity also advises several private funds. Namely, nine private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $20,000,000.

Careers at Brentwood Private Equity, LLC

The company employs 31 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Milroy Barnum	Managing member	1 Apr 1999	25% - 50%	5888386
Edward Lawrence Mccall	Member	1 Apr 1999	Other	6007392
Matthew Michael Whelan	Chief financial officer, chief compliance officer	1 Sep 2002	Other	6007393
Eric Gerson Reiter	Managing member	1 Jan 2008	Other	2511646
Roger Vincent Goddu	Managing member	1 Jan 2008	Other	6007390
Steven Walter Moore	Managing member	1 Jan 2008	Other	6007391
Anthony Uk Choe	Member	1 Jan 2008	Other	2539664
Rahul Aggarwal	Managing member	1 Jan 2015	Other	2938088

Based in Los Angeles

The principal office where Brentwood Private Equity, LLC performs its advisory services is located at 11150 Santa Monica Boulevard, Los Angeles, CA 90025 3386, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-477-6611. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at brentwood.com.