9AT: BRIARWOOD CHASE MANAGEMENT LLC

other names

BRIARWOOD CHASE MANAGEMENT LLC

Adviser Profile

As of Date	04/28/2025
ADV Location	NEW YORK, NY, United States
Adviser Type - Large advisory firm
Number of Employees	12
of those in investment advisory functions	9 -10%
Registration	SEC, Approved, 01/17/2014

AUM^*	1,058,690,276 38%
of that, discretionary	1,058,690,276 38%
Private Fund GAV^*	1,058,690,276 20%
Avg Account Size	211,738,055 11%
SMA’s	No
Private Funds	6 3
Contact Info	212 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

Fund Type	Count	GAV
Fund TypeHedge Fund	Count3	GAV$946,776,862
Fund TypeOther Private Fund	Count3	GAV$111,913,414

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser CRYSTAL CAPITAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund1.0b	Total Private Fund GAV1.0b	AUM1.0b	#Funds6
Adviser CALLODINE CAPITAL MANAGEMENT	Hedge Fund562.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund66.4m	Total Private Fund GAV628.9m	AUM787.3m	#Funds4
Adviser SQN INVESTORS LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM279.1m	#Funds-
Adviser ADVANTAGE ADVISERS MANAGEMENT, LLC	Hedge Fund250.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund27.0m	Total Private Fund GAV277.7m	AUM277.7m	#Funds3
Adviser INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC	Hedge Fund87.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund522.4m	Total Private Fund GAV609.9m	AUM1.3b	#Funds3
Adviser UNIMAR	Hedge Fund56.6m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund117.7m	Total Private Fund GAV174.3m	AUM213.3m	#Funds8
Adviser WESTROCK ASSET MANAGEMENT, LLC	Hedge Fund198.4m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund27.7m	Total Private Fund GAV226.0m	AUM208.5m	#Funds4
Adviser BALEEN CAPITAL MANAGEMENT LLC	Hedge Fund166.9m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund25.8m	Total Private Fund GAV192.7m	AUM192.7m	#Funds3
Adviser IMARA ASSET MANAGEMENT LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM42.8m	#Funds-
Adviser ARCUS INVESTMENT ASIA LIMITED	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-

Brochure Summary

Overview

Briarwood Chase Management LLC (“Briarwood” or the “Adviser”), a Delaware limited liability company, is an investment adviser with its principal place of business in New York, NY. Briarwood was formed in October 2013 by Mr. Aalap Mahadevia, Briarwood’s CIO, Managing Member, and Portfolio Manager, who is also the principal owner of the Adviser. Briarwood provides discretionary investment advisory services to privately offered pooled investment vehicles (the “Funds”). The Funds include, without limitation, Briarwood Capital Partners LP (the “Master Fund”), a privately offered pooled investment vehicle incorporated in Delaware, Briarwood Capital (Offshore) Ltd., a privately offered pooled investment vehicle incorporated in the Cayman Islands which is a feeder into Briarwood Capital Partners LP (the “Feeder Fund”), and Dark Roast Capital LP and Metacolor Capital LP, privately offered pooled investment vehicles incorporated in Delaware which are co-investment vehicles (the “Co-Investment Vehicles”). Briarwood may also offer investment advisory services to BW South Asia, Ltd., a Cayman Islands exempted company which acts

as an offshore investment vehicle and which Briarwood Capital Partners LP invests a portion of its assets. BW South Asia, Ltd. is 100% owned by Briarwood Capital Partners LP. Briarwood may also provide advisory services to separately managed accounts, together with the Funds, collectively referred to as the “Advisory Clients.” The Adviser’s investment objective is to maximize total return by generating capital appreciation over time through a research-intensive, long-term approach to public equity investing. Briarwood does not limit its investment advice to only certain types of investments. The Adviser’s investment management and advisory services to the Funds are provided pursuant to the terms of their private placement memorandums and investors in the Funds cannot obtain services tailored to their individual specific needs. Briarwood does not sponsor or participate in a wrap fee program. As of December 31, 2023, Briarwood manages approximately $884,066,850 in regulatory assets under management on a discretionary basis. Briarwood does not manage any Advisory Client assets on a non- discretionary basis.

BRIARWOOD CHASE MANAGEMENT LLC

Adviser Profile

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Compensation Arrangments

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Brochure Summary

Overview