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Building 2BRAESIDE INVESTMENTS, LLC

Map pinDALLAS, TX
Phone214.276.9001
NotebookSEC #801-72448
Total AUM
$139.4M
Employees
3
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
14841 DALLAS PARKWAY
SUITE 415
DALLAS
TX 75254
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
214.276.9001

ReceiptFinancials

Total AUM
$139.4M
Accounts
3
Discretionary
$139.4M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$21.5M
Pooled Vehicle Clients
2
AUM
$117.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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