Bricks & Mortar Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,247,811
Clients
3
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Average account size
$2,082,604
About
Bricks & Mortar Capital, LLC provides personalized investment management and advisory services to individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, small businesses, and pooled investment vehicles. The firm offers discretionary portfolio management, general investment advice, and valuation services, and it manages the Bricks & Mortar Real Estate Income Fund, LP, a pooled fund focused on publicly traded REITs and other real estate-related companies; BAMCAP reports managing approximately $14 million in discretionary assets.
BAMCAP’s investment approach emphasizes REIT and real estate‑focused strategies alongside a proprietary CMS strategy that employs concentration, margin, and shorting; client portfolios may include individual equities, pooled vehicles, ETFs, options, and bonds and can be managed long or short. Research and portfolio construction combine fundamental and valuation analysis, regional and property-level real estate work (including principal-led property visits), and tailoring to each client’s stated objectives with discretionary trading authority.
Compared with many small independent advisers, the firm is notable for acting as adviser to a private pooled investment vehicle and for offering performance‑based fee arrangements for that Fund, subject to qualified‑client rules. Its willingness to run concentrated, margin-driven strategies with significant short exposure, provide valuation services for real estate acquisitions, and the principal’s active real estate ownership and management are additional distinguishing features relative to peers.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.75% $10,000,000+: 0.70%
Negotiated rates for General Investment Advice services, hourly, daily, or per-project basis
Performance fee of 20% on Fund returns above benchmarks (e.g., annual return in excess of U.S. Treasury Note Rate plus 150 basis points or NAREIT Equity REIT Total Return Index), charged to qualified clients with at least $1.1 million AUM or $2.2 million net worth; may be waived or negotiated
Account minimum: $250,000 Fee-only: Hourly rates for General Investment Advice services, negotiated per project or daily as applicable
Main office location
Bricks & Mortar Capital
Los Angeles CA, United States
Number of offices
1
Most active in
California
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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