Briarwood Chase Management LLC

Briarwood Chase Management LLC, established in October 2013, is a New York-based investment adviser specializing in discretionary investment advisory services for private pooled investment vehicles and separately managed accounts. The firm's investment objective is to maximize total return through a research-intensive, long-term approach to equity investing, without limiting advice to specific investment types. As of December 31, 2024, Briarwood manages approximately $1,058,690,276 in regulatory assets under management on a discretionary basis. For private pooled investment vehicles like Briarwood Capital Partners LP, the minimum investment is $1 million, while for vehicles like Dark Roast Capital LP, Metacolor Capital LP, and Combined Ratio Partners LP, it is $5 million. The firm charges management fees ranging from 0.125% to 0.375% per quarter and may receive performance-based compensation. Briarwood does not sponsor wrap fee programs and has no reportable disciplinary events. The firm exercises full investment discretion under an Investment Management Agreement and is a fiduciary acting in the best interests of its clients. Briarwood also handles proxy voting for client securities and maintains compliance with regulatory requirements, including custody of client assets.