BRIARWOOD CHASE MANAGEMENT LLC

other names
{{ Info.Overview }}
Revenue {{ Info.Revenue | formatUSD }}
Headquarters {{ Info.Headquarters }}
cb

Adviser Profile
As of Date 03/27/2024
Adviser Type - Large advisory firm
Number of Employees 11 -8.33%
of those in investment advisory functions 9 -10.00%
Registration SEC, Approved, 1/17/2014
AUM* 884,066,850 15.50%
of that, discretionary 884,066,850 15.50%
Private Fund GAV* 884,066,850 15.50%
Avg Account Size 221,016,713 15.50%
SMA’s No
Private Funds 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

Recent News

Reported AUM

Discretionary
Non-discretionary
796M 682M 569M 455M 341M 227M 114M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$823,783,651
Fund TypeOther Private Fund Count2 GAV$60,283,199

Similar advisers

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 Fund871.0m Total Private Fund GAV871.0m AUM871.0m #Funds2
Adviser CALLODINE CAPITAL MANAGEMENT Hedge Fund443.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund76.2m Total Private Fund GAV519.3m AUM607.4m #Funds2
Adviser SQN INVESTORS LP Hedge Fund247.3m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund31.9m Total Private Fund GAV279.1m AUM279.1m #Funds3
Adviser ADVANTAGE ADVISERS MANAGEMENT, LLC Hedge Fund197.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund40.6m Total Private Fund GAV237.7m AUM237.3m #Funds3
Adviser INVESTCORP ABSOLUTE RETURN INVESTMENTS LLC Hedge Fund108.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund573.0m Total Private Fund GAV681.9m AUM1.3b #Funds3
Adviser UNIMAR Hedge Fund70.7m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund121.3m Total Private Fund GAV192.0m AUM229.2m #Funds6
Adviser WESTROCK ASSET MANAGEMENT, LLC Hedge Fund405.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund33.1m Total Private Fund GAV439.0m AUM416.8m #Funds3
Adviser BALEEN CAPITAL MANAGEMENT LLC Hedge Fund83.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund29.4m Total Private Fund GAV112.5m AUM112.5m #Funds3
Adviser IMARA ASSET MANAGEMENT LIMITED Hedge Fund3.8m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund38.9m Total Private Fund GAV42.7m AUM42.8m #Funds3
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.