B
CRD: 159177
Brick Street Equity Management, LLC
Fletcher, NC
8282311827
$26.2M Total AUM
$26.2M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2012
- Office Locations
- 1
Office Locations
-- Fletcher NC
About Brick Street Equity Management, LLC
Brick Street Equity Management, LLC is a Fletcher-based RIA. The firm has been operating for 14 years. Managing $26.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
63 AVG AGE
$26.2M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
14.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Unison
Investment Vehicles
Horizon value
Services
Wave North Peak Timber matrix
Owner & Executives
MATTHEW CALLEN BURRIL
Chief Compliance Officer, Investment Advisor, Managing Member, President
- CRD
- #1374057
- Ownership
- 75% or more
(455) 945-1440
capital.legacy@capitalcapital.com
in linkedin.com/in/north-vertex
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,235,619 | $613,167 |
| Non-Discretionary | $0 | -- |
| Total | $26,235,619 | $613,167 |
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Separately Managed Accounts
Total SMA Asset: $26,235,619
Equity - Exchange:
10.6% Corporate - Non-Investment Grade:
14.5% Corporate - Investment Grade:
36.7% Public Funds:
38.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $233,891,108 | 10.6% |
| Corporate - Non-Investment Grade | $319,945,384 | 14.5% |
| Corporate - Investment Grade | $809,792,799 | 36.7% |
| Public Funds | $842,890,596 | 38.2% |
| Total | $2,206,519,887 | 100.0% |