Advisor at Brick Street Equity Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Brick Street Equity Management, LLC
Location
Fletcher, NC
Credentials
Series 63, Series 65
Industry experience
22 years
Matthew Burril is the sole advisor at Brick Street Equity Management, LLC, an independent registered investment adviser based in Fletcher, NC. He holds Series 63 and Series 65 designations and has 22 years of industry experience. Mr. Burril has led Brick Street Equity Management since 2003. Outside of his advisory work, he serves as president of Cane Creek Aviation, LLC, a company established to own and maintain an aircraft. Brick Street Equity Management provides discretionary portfolio management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $28 million across about 15 client relationships, using a combination of fundamental and technical analysis and employing both long- and short-term trading strategies, including the use of margin and short sales when appropriate.
Typically ranges between $100 and $25,000; will not exceed relevant percentage-based fee
$0 - $2,000,000: 2.00% $2,000,001 - $4,000,000: 1.50% $4,000,001+: 1.00%
Fletcher, NC
North Carolina
Brick Street Equity Management
2003 - Present (23 years)
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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