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- Custodian
- Altruist · Capital Group · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-24-2025
- Office Locations
- 1
Office Locations
About Brookside Capital Group LLC
Brookside Capital Group LLC is a Studio City, CA registered investment adviser serving retail clients. The firm provides portfolio construction and asset allocation, primarily using ETFs and mutual funds/public funds, and can incorporate socially responsible investing. It also offers insurance and life insurance solutions, and works with custodians such as Altruist and Capital Group. Led by Stephen Stahl (CEO/CCO).
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Investment Themes
Investment Vehicles
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Services
Owner & Executives
Stephen Stahl
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7270643
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $800,000 | -- |
| Total | $800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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