Brickell Key Asset Management Limited
- Regulatory AUM
- $120M
- Discretionary
- $120M
- Clients
- 1
- Avg AUM / client
- $120M
- Accounts
- 1
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $120M | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $142M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Brickell Key Investments Lp | Private Equity Fund | Delaware | $142M | 2 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| White, Patricia, Colette | Director | Aug 2013 (13y) | Less than 5% | |
| Elder, Andrew, Stephen | Director | May 2014 (12y) | Less than 5% | |
| Broadwater, Mark, Hampton | Chief Compliance Officer | Mar 2016 (10y) | Less than 5% | |
| Yuen, Billy, Hong Shun | Director | Jul 2024 (2y) | ≈ 56.25% – 100% via Brickell Capital Management, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Brickell Capital Management, Llc | Sole Shareholder | Jul 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Yuen, Billy, Hong Shun: 75% – 100% of Brickell Capital Management, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $142M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Brickell Key Investments Lp | Private Equity Fund | $142M | $1 | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.2 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗