Firm profile

BRIARWOOD CHASE MANAGEMENT LLC

NEW YORK, NYCRD 170245Latest ADV April 27, 2026

Briarwood Chase Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 27, 2026, reports $1.4B in regulatory assets under management, 15 employees, and 6 accounts.

Assets Under Management
$1.4B
Employees
15
Offices
--
Total Clients
6
Primary office
NEW YORK, NY
1350 AVENUE OF THE AMERICAS, SUITE 3005, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CCOMario A. Sgarlata
CFOMario A. Sgarlata
CIOAalap Mahadevia

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.4Bas of April 27, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.4B
Total Accounts6
10Y AUM Change+$1.2B (+786.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees15
Clients per Employee0:1
10Y Employee Change+11 (+275.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.