AUMdb

Brookstone Partners Iac, Inc.

State-registered Investment Adviser CRD 299533 · SEC file 802-114378 · New York, NY · www.linkedin.com
☆ Save with Pro ADV data as of Jan 15, 2026
Regulatory AUM
Discretionary
Clients
Avg AUM / client
Accounts
Employees

Private funds (10)

Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $68.1M combined gross assets

FundTypeDomicileGross assetsOwners
Brookstone Remediation, Llc Private Equity Fund Delaware $17.6M 41
Brookstone Partners Acquisition Xix, Llc master Private Equity Fund Delaware $12.4M 49
Brookstone Partners Acquisition Xiv, Llc master Private Equity Fund Delaware $9.7M 65
Brookstone Vac, Llc master Private Equity Fund Delaware $8.9M 43
Denison Participation Interests Llc Private Equity Fund Delaware $5.1M 38
Brookstone Partners Acquisition Xxiv, Llc master Private Equity Fund Delaware $5.0M 34
Brookstone Partners Acquisition Xxi, Llc master Private Equity Fund Delaware $3.8M 70
Stream Finance Company, Llc Private Equity Fund Delaware $3.3M 35
Tera Joule, Llc Private Equity Fund Delaware $1.8M 19
Capital Matrix, Llc Private Equity Fund Delaware $597K 28

Private funds (10, $68.1M gross assets)

FundTypeGross assetsMin. investmentOwners
Brookstone Remediation, Llc Private Equity Fund $17.6M $25.0K 41
Brookstone Partners Acquisition Xix, Llc Private Equity Fund $12.4M $25.0K 49
Brookstone Partners Acquisition Xiv, Llc Private Equity Fund $9.7M $25.0K 65
Brookstone Vac, Llc Private Equity Fund $8.9M $50.0K 43
Denison Participation Interests Llc Private Equity Fund $5.1M $5.0K 38
Brookstone Partners Acquisition Xxiv, Llc Private Equity Fund $5.0M $25.0K 34
Brookstone Partners Acquisition Xxi, Llc Private Equity Fund $3.8M $25.0K 70
Stream Finance Company, Llc Private Equity Fund $3.3M $50.0K 35
Tera Joule, Llc Private Equity Fund $1.8M $50.0K 19
Capital Matrix, Llc Private Equity Fund $597K $875 28

From Form ADV Section 7.B private fund reporting.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 01/15/2026 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

Not reported.

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: Jan 15, 2026.

View current Form ADV (SEC/IAPD) ↗