Brookside Capital Group LLC

Brookside Capital Group LLC provides ongoing portfolio management to individuals and high‑net‑worth clients, preparing written investment policy statements and tailoring asset allocation, risk tolerances, tax considerations and liquidity plans to each client. The firm reports about $800,000 in non‑discretionary assets under management across seven client relationships and states it has no account minimum.

Investment decisions are implemented on a non‑discretionary basis, with the firm seeking client authorization before effecting trades, and it employs a mix of charting, cyclical, fundamental, quantitative, modern portfolio theory and technical analysis to build long‑term portfolios. Investment advice is generally limited to mutual funds, ETFs, fixed income, REITs, commodities and insurance products; the brochure highlights limited allocations to digital‑asset exposure via exchange‑traded funds (e.g., IBIT, ETHA) as speculative satellite positions that the firm prefers to place in tax‑advantaged accounts where suitable.

The adviser is also a licensed insurance agent and discloses receipt of commissions for insurance and annuity sales, a conflict the firm documents and discusses with clients. Compared with peers, Brookside’s combination of primarily non‑discretionary management, a very small client base, and explicit use of digital‑asset‑linked ETFs and selective high‑yield perpetual preferred securities tied to companies with digital‑asset treasuries is atypical for a firm of this size.