Brookwood Advisors, LLC

Brookwood Advisors, LLC expects to serve privately-offered pooled investment vehicles and provide discretionary investment management focused on real-estate properties and related securities, principally gas stations and convenience stores. The firm is a wholly owned subsidiary of a private equity real estate sponsor and, as of the brochure date, had no regulatory assets under management but anticipates commencing Fund management within 120 days.

Brookwood’s investment process combines an in-house due diligence and acquisition platform with third‑party environmental assessments and tailored capital improvement plans for each property, and it intends to monitor Fund investments on a continuous basis and report quarterly. The adviser will exercise investment discretion through Fund General Partners and its affiliates may receive performance-based compensation, a feature the brochure identifies as creating incentives that the firm addresses through disclosure and compliance policies.

Notably, several officers and employees are registered representatives of an affiliated broker‑dealer, a relationship that the brochure discloses and that is uncommon among peers in this category. The firm’s narrow sector focus on branded and independent gas station/convenience store assets, its affiliation with an established private equity real estate sponsor, and its small adviser team planning to launch pooled Funds differentiate its profile from many larger, more diversified investment managers.