Braeside Investments, LLC
● SEC registered since 2011CRD 131184SEC# 801-72448Dallas, TX
Ranks #5,522 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$139.4M
Fund GAV
$117.9M
Private funds
2
Employees
3
Accounts
3
Location
Dallas, TX
Braeside Investments, LLC assets under management
Braeside Investments, LLC is an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2011. It reports $139.4 million in regulatory assets under management and employs 3 people. Braeside Investments, LLC manages 2 private funds with combined gross assets of $117.9 million, including Braeside Capital II, L.P. By regulatory assets, it ranks 5,522 of 6,004 private fund managers.
Braeside Investments, LLC private funds
2 funds · $117.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Braeside Capital II, L.P. | Hedge | $62.3M | $750K |
| Braeside Capital, L.P. | Hedge | $55.6M | $750K |
Braeside Investments, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Steven Paul McIntyre Control | Elected Manager And Chief Investment Officer | 50-75% | 2004 |
| Todd Jonathan Stein Control | Elected Manager And Member | 50-75% | 2004 |
| Young Man Cho Control | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Braeside Investments, LLC manage?
Braeside Investments, LLC reports $139.4 million in regulatory assets under management on its Form ADV.
How many private funds does Braeside Investments, LLC manage?
Braeside Investments, LLC manages 2 private funds with combined gross assets of $117.9 million.
How many employees does Braeside Investments, LLC have?
Braeside Investments, LLC reports 3 employees.
Where is Braeside Investments, LLC located?
Braeside Investments, LLC is based in Dallas, TX and has been SEC-registered since 2011.
Does Braeside Investments, LLC disclose fund performance?
Braeside Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14841 Dallas Parkway, Suite 415, Dallas, TX 75254 |
| Phone | 214.276.9001 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$139.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
AUM vs fund managersTop 92%
Larger than 8% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$139.4Mregulatory AUM
Discretionary $139.4M
Service providers
Auditor
Prime broker
Custodian
Administrator