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Brookville Capital Management, LP (New York)


Brookville Capital Management, LP is a large advisory firm based in New York. It manages $215 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2006.

Brookville Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brookville Capital Management: assets under management

The assets under management (AUM) of Brookville Capital Management, LP is $215 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $215 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $43 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Brookville Capital Management, LP 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 6 indirect owners.

Name Entity Date acquired Ownership Employer ID
Lisa Reiss Trustee 1 Aug 2004 Other 5237134
Baila Gulkowitz Trustee 1 Aug 2004 Other 5237150
Jennifer Baila Gulkowitz Trustee 1 Aug 2004 Other 5237161
The David Reiss Family Trust Managing member 1 Sep 2006 Other 005
The Abraham Gulkowitz Family Trust Managing member 1 Sep 2006 Other 006
The Jacob Gulkowitz Family Trust Managing member 1 Sep 2006 Other 007

Based in New York

The principal office where Brookville Capital Management, LP performs its advisory services is located at 470 Park Avenue South, New York, NY 10016, 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 212-679-5427 or by fax 646-218-4609. The normal business hours are 8am-7pm on Monday - Friday.


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