Braeside Investments, LLC

Fee-Only (% of Portfolio)

Braeside Investments provides investment advisory services, focusing on achieving capital appreciation through investments in undervalued securities, primarily in the small and micro-cap space (less than $1 billion in enterprise value). Braeside utilizes various investment strategies, including investing in publicly-traded equity securities, both long and short, and other securities in private and public markets. Braeside tailors its advisory services to each client's needs and investment strategy.

Assets Under Management$140M
Clients3
Advisors2
Avg. per Client$46M
Avg. per Advisor$70M

Fee Structure

Minimum Investment:$750K
Investment management only (planning not offered)

Braeside Investments manages investments for hedge funds and a separately managed account. They charge an asset-based management fee and performance-based compensation. The asset-based fee is generally 1% to 2% of the assets managed, and the performance-based compensation is 10% to 20% of the client's profits.

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Location

2 Advisors at this firm