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.
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.
SevOne is a Wilmington, Delaware-based company founded by Vess Bakalov.
A company developing drug therapies for osteoporosis and women’s health
Director of Client Services
Jeremy A. Woan
Chairman and CEO