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.

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.

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.

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.

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.