Brick Street Equity Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$25,449,064
Clients
17
Advisors
1
of 1 employees
About
Brick Street Equity Management is a registered, independent investment adviser that provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $26.2 million for 17 clients and typically charges asset-based advisory fees.
The adviser requires clients to grant full discretionary trading authority and conducts ongoing monitoring and rebalancing based on suitability information gathered at onboarding. Investment methods include fundamental and technical analysis and may include long‑ and short‑term trading; the firm discloses that it may use short sales and margin transactions when appropriate for a client's objectives.
Noteworthy aspects of the firm are its single‑advisor structure with a small client roster and relatively high assets per client, and its routine recommendation of a particular custodian while retaining the ability to use other brokers. The firm also states it will not vote client proxies and that tax efficiency is not a primary consideration in portfolio management, features that distinguish it from many peers.
Client services
Expertise
Fee options
Typically ranges between $100 and $25,000; will not exceed relevant percentage-based fee
$0 - $2,000,000: 2.00% $2,000,001 - $4,000,000: 1.50% $4,000,001+: 1.00%
Main office
Fletcher NC
Advisors at this office
1
Most active in
North Carolina
Also doing business as
Brick Street Equity Management · Brick Street Equity Management LLC · Brick Street Equity Management, LLC · Brickstreet Equity Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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