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.
They exited their investments in SevOne, Anaplan, Brightcove, PTC Therapeutics, FibroGen, Youku, Spark Therapeutics, DocuSign, Dicerna Pharmaceuticals, Voyager Therapeutics, Translate Bio and MuleSoft.
Voyager Therapeutics is a biotechnology company founded in 2014 that is headquartered in Cambridge, Massachusetts developing gene therapies to treat neurological disorders.
Spark Therapeutics is a Philadelphia-based therapeutics and biotechnology company founded in 2013.
REGENXBIO is developing gene therapy to improve the lives of people suffering from severe diseases with significant unmet medical need.
Radius Health is a company that is developing drug therapies for osteoporosis and women’s health.
SevOne is a Wilmington, Delaware-based company founded in 2005 by Vess Bakalov.
Director of Client Services
Jeremy A. Woan
Chairman and CEO