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Elected Manager and Member · Braeside Investments, LLC

Todd J. Stein

CRD 4787398 · Named on Form ADV at one SEC-registered adviser

At a glance

Braeside Investments, LLC, an SEC-registered private fund adviser based in Dallas, TX with $139 million in regulatory assets, lists Todd J. Stein on its Form ADV as Elected Manager and Member, a control person.

Firms and roles

AtlasMembers

Todd’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Steven P. McIntyreElected Manager and Chief Investment Officer, Braeside Investments, LLC
  • Young M. ChoChief Compliance Officer, Braeside Investments, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Todd’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.