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BROOKLAWN CAPITAL ADVISORS

Legal name: BROOKLAWN CAPITAL ADVISORS LLC

CRD 287796File 801-110194
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$124.0M
Bottom 25% of cohort (national)
Discretionary AUM
$109.4M
Non-discretionary $14.6M
Clients
10
14 accounts
Employees
1
Bottom 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Mar 24, 2017
Principal office
555 MADISON AVENUE, 24TH FLOOR, NEW YORK, NY, 10022
Phone
212-339-8590

Assets & accounts

ADV Item 5F
Total regulatory AUM
$124.0M
Discretionary AUM
$109.4M
Non-discretionary AUM
$14.6M
Discretionary accounts
8
Non-discretionary accounts
6
Total accounts
14
AUM per client
$12.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
High net worth individuals10$124.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.