Investment adviser · CRD 338550
BROOKWOOD ADVISORS, LLC
Investment adviser filing (IA)
BEVERLY, MA, United States · Form ADV filed May 7, 2026
- Regulatory AUM
- $964M Form ADV · Item 5.F
- Client accounts
- 6 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 6 | $964,497,094 | 100.0% |
Filing source
Form ADV 2102847 · May 7, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 7, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
138 CONANT STREET, FLOOR 3BEVERLY, MA, 01915, United States
CRD 338550
Filing source
Form ADV 2102847 · May 7, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.