Brookside Capital Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1990

Year Founded

  • Employees
  • 1


  • Serviced Companies
  • 2

  • Serviced Deals
  • 3

Brookside Capital General Information


Brookside Capital is a full-service investment advisory firm providing portfolio management and financial planning services located in San Francisco, California. The firm has $26.5 million under management. BCI caters to clients of varying types, but focuses mostly on high net worth individuals. Brookside Capital was founded in 1989.

Contact Information

Year Founded
Service Provider Type
Financing Advisory
Corporate Office
  • 2372 Bay Street
  • San Francisco, CA 94123-1809
  • United States
+1 (415) 000-0000

Brookside Capital Services to Companies

Service on a Deal (3)

Company Name Service Provided Deal Date Deal Type Deal Amount
McKenzie Sports Products Aug 2006 00000 0000000
McKenzie Sports Products Oct 2003 00000 0000000
Zeigler Beverage Jul 2003 00000 0000000
To view Brookside Capital’s complete services to companies history, request access »

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Brookside Capital Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Brookside Capital Team (15)

Name Title Deals Office Contact
David Forsee Founder and President San Francisco, CA
James Rea President San Francisco, CA
Deanne Stedem JD Senior Advisor San Francisco, CA
You’re viewing 3 of 15 team members. Get the full list »

Brookside Capital FAQs

  • When was Brookside Capital founded?

    Brookside Capital was founded in 1990.

  • Who is the founder of Brookside Capital?

    David Forsee is the founder of Brookside Capital.

  • Where is Brookside Capital headquartered?

    Brookside Capital is headquartered in San Francisco, CA.

  • What is the size of Brookside Capital?

    Brookside Capital total number of employees/professionals is 1.

  • What service provider type is Brookside Capital?

    Brookside Capital's service provider type is Financing Advisory.

  • What companies has Brookside Capital invested in or acquired?

    Brookside Capital has invested in or acquired companies like Anaplan, Socar, and DocuSign.

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