BRAESIDE INVESTMENTS, LLC

other names
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Adviser Profile
As of Date 03/29/2024
Adviser Type - Large advisory firm
Number of Employees 3
of those in investment advisory functions 3
Registration Texas, Terminated, 06/17/2011
Other registrations (1)
AUM* 120,845,574 5.75%
of that, discretionary 120,845,574 5.75%
Private Fund GAV* 95,845,574 7.42%
Avg Account Size 40,281,858 5.75%
SMA’s No
Private Funds 2
Contact Info 214 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
146M 125M 104M 83M 63M 42M 21M
2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count2 GAV$95,845,574

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Brochure Summary

Overview

Braeside Investments, LLC, founded in 2004, is an investment advisory services firm specializing in investment management for hedge funds. The principal owners of our firm are Steven McIntyre and Todd J. Stein. Our firm specializes in offering investment advisory services to its hedge fund clients. In providing our advisory services, we seek to achieve capital appreciation through investments primarily in securities we believe are undervalued in the small and micro-cap space (defined as less than one billion dollars in enterprise value). We utilize a range of investment strategies, including investing in publicly-traded equity securities, both long and short. We also invest in a broad array of other securities in both private and public markets.
Braeside also sub-advises a portion of a pooled investment vehicle that is managed by an unaffiliated investment adviser. For more information on the investment strategy of our clients, please see Item 8: Method of Analysis, Investment Strategy and Risk of Loss. Our firm tailors our advisory services in accordance with each client’s needs and investment strategy as disclosed in its offering document. Clients may not, however, place restrictions on our investing in securities or certain types of securities. We do not participate in any wrap fee programs. The amount of client assets that we manage on a discretionary basis, as of December 31, 2023 is $120,845,574. We do not manage any client assets on a non-discretionary basis.