Brynwood Partners Management LLC (Greenwich)

Name: Brynwood Partners Management LLC
Address: 8 Sound Shore Drive, Greenwich, CT, 06830
Telephone: 203-622-1790

Brynwood Partners Management LLC is a large advisory firm based in Greenwich. It manages $1.39 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Connecticut.

Brynwood Partners Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brynwood Partners Management: assets under management

The assets under management (AUM) of Brynwood Partners Management LLC is $1.39 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.39 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $347.16 million each.

Brynwood Partners Management has custody of $760.57 million in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brynwood Partners Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Brynwood Partners Management serves?

The only and largest group of clients of Brynwood Partners Management is pooled investment vehicles with 4 clients and $1.39 billion of assets under management. Among the 7 most similar advisory firms, Brynwood Partners Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.39 billion for 4 clients. None of the firm’s clients are foreign persons or businesses.

Brynwood Partners Management also advises several private funds. Namely, four private equity funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Brynwood Partners Management LLC

The company employs 12 people that are either part- or full-time employees. 92 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Hendrik Hartong	Mp	1 Sep 1985	Other	6023437
Ian Barry Mactaggart	Mp	1 May 1996	Other	1987385
Joan Yanish Mccabe	Mp	1 Jun 1998	Other	1681384
Hendrik Hartong Iii	Senior mp	1 Aug 2004	Other	6023436
Kevin C. Hartnett	Mp	1 Feb 2005	Other	6023433
Nicholas Dicarlo	Mp	1 Jan 2006	Other	6023429
Dario Margve	Mp	1 Sep 2008	Other	6023440
Guy Einav	Vp, cco & controller	1 Apr 2011	Other	6023442
Nicholas Dicarlo	Md and chief financial officer	1 Jul 2014	Other	6023429
Hendrik Hartong Iii	Chairman & ceo	1 Jul 2014	50% - 75%	6023436
Hendrik Hartong	Founding partner emeritus	1 Jul 2014	Other	6023437
Ian Barry Mactaggart	President & coo	1 Jul 2014	25% - 50%	1987385
Kevin C. Hartnett	Md	1 Jul 2014	Other	6023433
Joan Yanish Mccabe	Md	1 Jul 2014	Other	1681384
Dario Margve	Md	1 Jul 2014	Other	6023440
Hendrik Johan Hartong	Member and chief executive officer	1 Jul 2014	50% - 75%	6023436

Based in Greenwich

The principal office where Brynwood Partners Management LLC performs its advisory services is located at 8 Sound Shore Drive, Greenwich, CT 06830, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 203-622-1790 or by fax 203-622-0559. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at brynwoodpartners.com.