Brookside Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Brookside Capital Group LLC provides ongoing portfolio management and financial planning to individuals and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship and offering a Retirement Report at a client’s request that is included in the portfolio management fee. The firm’s advice is generally limited to mutual funds, ETFs, equities, fixed income, real estate funds (including REITs), insurance products (including annuities), TIPS and commodities.
BCG tailors portfolios to each client’s goals, risk tolerance and time horizon and documents suitability in the Investment Policy Statement, with accounts reviewed at least monthly. The firm applies a mix of analytic techniques (fundamental, quantitative, technical, charting, cyclical and modern portfolio theory) and follows a long‑term trading approach, while operating predominantly on a non‑discretionary basis and obtaining client approval before executing trades.
Compared with many peers, BCG reports no discretionary assets and $1,580,000 in non‑discretionary assets as of October 2026, and has an affiliated licensed insurance agent who may receive commissions for insurance or annuity sales — a conflict the firm discloses and manages. The brochure also notes the firm may allocate small speculative satellite positions to exchange‑traded funds that provide indirect exposure to digital assets (while not facilitating direct cryptocurrency custody), recommends a specific custodian (Altruist), and does not aggregate trades for block executions, which can affect execution and operational practices.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Insurance commissions may be received by the owner if clients purchase insurance or annuities; however, commissions are not BCG’s primary source of compensation.
Main office
Studio City CA
Advisors at this office
1
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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