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Brookside Capital

43 Participating Investments $1,169,912,231


Photography, Biotechnology, Angel Investment

They design, implement, and manage custom tailored portfolios of liquid assets for high net worth investors.

San Francisco, California, United States, North America (US)

Organizations in San Francisco in Photography,
Organizations in San Francisco in Biotechnology,
Organizations in San Francisco in Angel Investment,
Organizations in California in Photography,
Organizations in California in Biotechnology,
Organizations in California in Angel Investment,
Organizations in United States in Photography,
Organizations in United States in Biotechnology,
Organizations in United States in Angel Investment,
Organizations in North America in Photography,
Organizations in North America in Biotechnology,
Organizations in North America in Angel Investment

Investors in San Francisco in Photography,
Investors in San Francisco in Biotechnology,
Investors in San Francisco in Angel Investment,
Investors in California in Photography,
Investors in California in Biotechnology,
Investors in California in Angel Investment,
Investors in United States in Photography,
Investors in United States in Biotechnology,
Investors in United States in Angel Investment,
Investors in North America in Photography,
Investors in North America in Biotechnology,
Investors in North America in Angel Investment

West Coast (0 Investors) (0 Startups), Western US (0 Investors) (0 Startups), San Francisco Bay Area (0 Investors) (0 Startups)

Founded date 01, 1990

Operating Status Active


Wikipedia Link

They design, implement, and manage custom tailored portfolios of liquid assets for high net worth investors. In order to avoid the potential conflict of interest found in most of the financial industry, they do not accept commissions on any transactions in client accounts. They sell no assets. Instead, they charge a management fee that is based on the market value of the account. That fee ranges from 1.5% per year down to 0.5%, depending on the size of the account. For the safety of the client’s assets, they do not hold cash or securities at Brookside Capital, Inc. Assets are held at a brokerage firm or bank custodian of the client’s choice. The minimum account size is generally $1 million. There is a wide range of issues to consider when designing a portfolio strategy for a client. Among these issues are age, other assets held, income requirements, taxes, specific funding goals, and personal preferences. However, the most important consideration is defining the acceptable level of risk for each client. They have found that this is both a financial and comfort level that varies broadly by client. Through financial modeling and some proprietary questionnaires, they help the client understand their specific acceptable risk level, and then design a strategy that optimizes the potential rate of return without exceeding that risk limit. Stated simply, all clients want to make as much money as they can—without exceeding their own unique risk level. In selecting assets, they start the decision process at what they call the “SEP” level. SEP stands for “Social, Economic, and Political” themes. Their research has unquestionably shown that understanding these global, long-term themes is the most essential element in determining investment success or failure. Their Board of Advisors is the key group in helping them understanding these themes. Some examples include The Revolution in Healthcare, Homeland Security, Consumer Value, The Information Age: Part 3, Nanometrics, and The Education Failure. There are many others, and the list is fluid and always evolving. They meet with their clients often to keep them up to date on their portfolios and their outlook. This also gives them the opportunity to keep their current on any changes in their lives so that they can make any necessary adjustments in their portfolio strategy.

Brookside Capital Participated In the Following Investment Rounds (43)

Organization Name Lead? Round Partners Participating Raise Date
Anaplan No Series E ------- $90,000,000 January, 16, 2016
Socar Yes Series B ------- $56,000,000 November, 27, 2015
SevOne No Series C ------- $47,100,000 September, 23, 2015
Translate Bio No Series B ------- $63,812,231 July, 30, 2015
Giosis No Series A ------- $82,100,000 July, 23, 2015
Qoo10-Indonesia No Series A ------- $82,000,000 July, 20, 2015
REGENXBIO No Series D ------- $70,500,000 May, 20, 2015
MuleSoft No Series G ------- $128,000,000 May, 19, 2015
DocuSign Yes Series F ------- $300,000,000 May, 12, 2015
Voyager Therapeutics Yes Series B ------- $60,000,000 April, 13, 2015
REGENXBIO Yes Series C ------- $30,000,000 January, 21, 2015
Spark Therapeutics No Series B ------- $72,800,000 May, 27, 2014
Anaplan No Series D ------- $100,000,000 May, 13, 2014
NJOY No Private Equity ------- $70,000,000 February, 28, 2014
Zafgen No Series E ------- $45,000,000 December, 04, 2013
Dicerna Pharmaceuticals No Series C ------- $60,000,000 July, 31, 2013
Radius Health No Private Equity ------- $43,000,000 April, 25, 2013
PTC Therapeutics Yes Private Equity ------- $60,000,000 March, 07, 2013
Radius Health No Private Equity ------- $21,400,000 December, 16, 2011
Radius Health No Series C ------- $66,000,000 July, 26, 2011
Brightcove No Series D ------- $12,000,000 April, 05, 2010
Youku No Series E ------- $40,000,000 December, 21, 2009
Portola Pharmaceuticals No Series C ------- $60,099,999 June, 15, 2009
Thumbplay No Series F ------- $6,000,000 March, 13, 2009
Youku No Series D ------- $40,000,000 June, 30, 2008
Sohu.com No Venture - Series Unknown ------- $25,000,000 May, 05, 2008
Thumbplay No Series E ------- $18,000,000 March, 13, 2008
REVA Medical Yes Venture - Series Unknown ------- $42,000,000 December, 12, 2007
Virtual Iron Software Yes Series D ------- $13,000,000 November, 06, 2007
Youku Yes Series C ------- $25,000,000 November, 01, 2007
Portola Pharmaceuticals Yes Series C ------- $70,000,000 May, 07, 2007
MAP Pharmaceuticals No Series D ------- $50,000,000 March, 28, 2007
Targanta Therapeutics No Series C ------- $70,000,000 February, 12, 2007
Brightcove Yes Series C ------- $59,500,000 January, 17, 2007
diaDexus No Series E ------- $40,000,000 January, 12, 2007
Concert Pharmaceuticals No Series B ------- $48,500,000 November, 30, 2006
Tengion No Series B ------- $50,000,000 June, 23, 2006
Perlegen Sciences No Series D ------- $50,000,000 January, 06, 2006
Eyetel Imaging No Series B ------- $17,744,000 July, 27, 2005
MetaSolv No Venture - Series Unknown ------- $21,850,000 May, 26, 2005
FibroGen No Venture - Series Unknown ------- $100,000,000 February, 17, 2005
Eyetel Imaging No Series B ------- $10,670,000 January, 29, 2004
Solect Technology Group No Series C ------- $33,500,000 January, 25, 2000