Multi-Family OfficeRIA · CRD 105716SEC-Registered

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Brooks, Moore & Associates

Brooks, Moore & Associates is a multi-family office based in the United States that serves high-net-worth families seeking consolidated wealth management.

Brooks, Moore & Associates

Brooks, Moore & Associates is a multi-family office based in the United States that serves high-net-worth families seeking consolidated wealth management. The firm's origins are not publicly documented, but their structure aligns with the advisor-led model that grew in the late 20th century as family offices professionalized beyond single-family structures. The firm invests across a diversified portfolio including public equities, fixed income, private equity, and real estate. They do not publicly disclose specific portfolio companies or co-investors. Their geographic footprint is primarily domestic, focusing on North American opportunities with occasional international exposure through fund commitments. Brooks, Moore & Associates has not disclosed the size of their team or assets under management. There is no known adjacent philanthropic foundation or operating company linked to the firm. Recent operational events are not available in public sources. A structural differentiator is their multi-family architecture, which allows unrelated families to pool investment resources while maintaining separate account structures. This format reduces minimum investment thresholds for alternative asset access and provides administrative efficiencies common to family offices of this kind.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Who runs investment decisions at Brooks, Moore & Associates?

The firm does not publicly disclose the names of its principals or investment committee members. As a multi-family office, investment decisions are likely overseen by senior advisors or a designated CIO, but no current principal names are available in public record.

Is Brooks, Moore & Associates structured as a single family office or a multi-family office?

The firm is structured as a multi-family office. This means they serve multiple unrelated wealthy families, pooling resources for investment management and administrative purposes. Each family maintains its own account, but the firm negotiates fee breaks and access to alternative investments collectively.

What investment stages and asset classes does Brooks, Moore & Associates target?

The firm invests across a diversified portfolio that includes public equities, fixed income, private equity, and real estate. They do not publicly specify target stages or sector preferences. Based on their multi-family office model, they likely invest through fund commitments in buyout and growth equity strategies, alongside direct co-investments.

Does Brooks, Moore & Associates participate in fund commitments or only direct deals?

As a multi-family office with no disclosed direct deal flow, Brooks, Moore & Associates likely participates through fund commitments to external managers. This structure is typical for wealth managers who serve families without the dedicated sourcing teams required for co-investments.

How is Brooks, Moore & Associates related to its parent or affiliated entities?

The firm appears to operate independently as a discrete entity. No parent company or affiliated spinouts have been identified in public record. Their structure is consistent with independent multi-family offices founded by financial advisors or former wealth managers.

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