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
Industry
Website
Location
SevOne

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

Software
Wilmington, Delaware
Radius Health

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

Biotechnology
Cambridge, Cambridgeshire
NJOY

NJOY is a Scottsdale, Arizona-based company.

E-commerce
Scottsdale, Arizona
Spark Therapeutics

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

Healthcare
Philadelphia County, Pennsylvania
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

Documentaries, videos and podcasts

Title
Date
Link

Companies

Company
CEO
Location
Products/Services

References

Golden logo
Text is available under the Creative Commons Attribution-ShareAlike 4.0; additional terms apply. By using this site, you agree to our Terms & Conditions.