A complete list of active advisors currently associated with Brick Street Equity Management, LLC

Warmer can help you find a great advisor at Brick Street Equity Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Brick Street Equity Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.