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BRIARWOOD CHASE MANAGEMENT LLC

NEW YORK, NY · CRD 170245 · IAPD ↗ · briarwoodcap.com · 212-984-6798

$1.37BRegulatory AUM
10Advisory reps
15Employees
0Clients
n/aPlanning clients
5Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — BRIARWOOD CHASE MANAGEMENT LLC reported RAUM up 30% ($1.06B -> $1.37B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — BRIARWOOD CHASE MANAGEMENT LLC crossed $1B in regulatory AUM ($884.1M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.