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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Eagle
- Established Date
- 05-05-2020
- Office Locations
- 9
Office Locations
About Brooklyn FI, LLC
Brooklyn Fi (BKFi) is a wealth management firm serving professionals with complex equity compensation, tax, and planning needs, including startup employees and pre-liquidity executives. The team integrates CFP-led planning, tax prep/forecasting, and investment management with guidance on options/RSUs and employee stock trading. Services scale through multi-generational wealth, backed by CFPs, CPAs, and ECAs and a client dashboard with 24/7 access.
Team overview
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Investment Vehicles
Services
Technology
Owner & Executives
Ally Ayers
Chief Executive Officer, Co-founder
- CRD
- #7192030
- Ownership
- Less than 5%
Shane Paul Mason
Certified Financial Planner, Co-founder
- CRD
- #6906036
- Ownership
- Less than 5%
Unison unison
Quantum vertex glacier
- CRD
- #53541
- Ownership
- 40.8%
Showing 2 of 3 owners & executives
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Caitlin Fastiggi
Financial Planner
- CRD
- #7515241
Crystal Rose Kozlak
--
- CRD
- #7935048
Prime harbor
Glacier value
- CRD
- #97150
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $563,098,081 | $1,509,646 |
| Non-Discretionary | $0 | -- |
| Total | $563,098,081 | $1,509,646 |
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Separately Managed Accounts
Total SMA Asset: $563,098,081
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,331,103,129 | 18.9% |
| Equity - Exchange | $2,155,119,352 | 30.6% |
| Cash | $2,183,290,847 | 31.0% |
| U.S. Government/Agency | $1,373,360,371 | 19.5% |
| Total | $7,042,873,699 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX SUMMIT | VECTOR GLACIER | MFENX17Z8 | TQY | 10.77% | $67,494,453 |
| QUANTUM VECTOR FOCUS | OPTIMA ATLAS | YEX5MZIVF | TVNX | 4.11% | $76,970,622 |
| SIGNAL ZENITH ATLAS | PATHWAY RADIAL | 9UH9K5RR4 | OHCS | 6.97% | $17,630,587 |
| ATLAS VALUE | GLACIER FUSION | LJR4K19EO | VAJN | 11.81% | $24,487,434 |
| ZENITH FOCUS MATRIX | UNISON ELEMENT | 1WHTLTO43 | CZIA | 3.92% | $95,230,327 |
| TIMBER VITAL TIMBER | PRIME FUSION | 6UYA2BXIK | ZGMOP | 5.94% | $33,419,471 |
| EAGLE VITAL PIONEER | FUSION EMBER | 8WDFQMR3W | LFH | 6.57% | $98,068,654 |
| VERTEX PATHWAY EAGLE | CATALYST HARBOR | QJ2KBT8R0 | HQW | 8.05% | $111,082,124 |