Braeside Investments, LLC

Braeside Investments, LLC is an SEC-registered investment advisor specializing in hedge fund management, established in 2004 by Steven McIntyre and Todd J. Stein. The firm focuses on capital appreciation through investments primarily in undervalued securities in the small and micro-cap space. Braeside offers tailored advisory services to hedge fund clients, including long and short equity investments in both public and private markets. The firm manages client assets totaling $127,235,556 on a discretionary basis as of December 31, 2024. Clients are charged an asset-based management fee of 1-2% annually and performance-based fees of 10-20% of profits. Braeside does not participate in wrap fee programs and may waive fees for certain investors. The firm exercises investment discretion, with clients delegating authority based on the Private Placement Memorandum. Braeside follows a value investing approach, utilizing strategies such as short sales and leverage. The firm's investment philosophy involves risk management and thorough analysis to mitigate potential losses. Braeside adheres to a Code of Ethics, ensuring compliance with legal requirements and client interests. The firm does not have any disciplinary history and does not engage in brokerage activities. Braeside's custody practices comply with regulatory requirements, and the firm exercises proxy voting responsibilities in the best interests of clients. Braeside does not have any financial conditions that may impair its ability to meet client commitments.