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Brookline Avenue Partners, L.P. (Dallas)


Brookline Avenue Partners, L.P. is a large advisory firm based in Dallas. It manages $145.8 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

Brookline Avenue Partners provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brookline Avenue Partners: assets under management

The assets under management (AUM) of Brookline Avenue Partners, L.P. is $145.8 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $145.8 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $48.6 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brookline Avenue Partners, L.P. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Richard Michael Morano Member 1 Sep 2006 50% - 75% 1442214

Based in Dallas

The principal office where Brookline Avenue Partners, L.P. performs its advisory services is located at 100 Crescent Court, Dallas, TX 75201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-775-3100 or by fax 214-775-3115. The normal business hours are 8:00 - 5:00 on Monday - Friday.


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