Golden
Brookside Capital

Brookside Capital

Brookside Capital is a San Francisco based investment advisory firm which offers clients portfolio management, investment advisory and financial planning services.

Brookside Capital is a San Francisco, California based investment advisory firm. They offer clients portfolio management and financial planning services. Brookside Capital focuses on high net worth individuals, with an average minimum account of $1 million. They have $26.5 million in assets under management.



Brookside Capital does not hold cash or securities and they do not sell assets. Instead they charge a management fee ranging from 1.5% to 0.5% per year dependent on the account size. Client assets are held at a brokerage firm.



Investment

Brookside Capital has made investments in Anaplan, Socar, SevOne, Translate Bio, Giosis, REGENXBIO, MuleSoft, DocuSign, Voyager Therapeutics, Spark Therapeutics and Zafgen.



They exited their investments in SevOne, Anaplan, Brightcove, PTC Therapeutics, FibroGen, Youku, Spark Therapeutics, DocuSign, Dicerna Pharmaceuticals, Voyager Therapeutics, Translate Bio and MuleSoft.

Timeline

Funded Companies

Company
Description
Website
Industry
Location

SevOne is a Wilmington, Delaware-based company founded by Vess Bakalov.

A company developing drug therapies for osteoporosis and women’s health

NJOY is a Scottsdale, Arizona-based company.

Spark Therapeutics is a Philadelphia County, Pennsylvania-based company.

4 Results
Page 1 of 1
Results per page:
Powered by Golden Research Engine

People

Name
Role
LinkedIn

Craig Law

Operations Manager



Daniel Krizek

Director



Doreen Marino

Director of Client Services



James Rea

President



Jeremy A. Woan

Chairman and CEO



Further reading

Title
Author
Link
Type
Date
+ Add new row

Documentaries, videos and podcasts

Title
Date
Link
+ Add new row

Companies

Company
CEO
Location
Products/Services
+ Add new row

References