Skip to content
BF
RIA · CRD 329624State-Registered Investment Adviser

Updated:

Brookwood Financial Services

BROOKWOOD FINANCIAL SERVICES is a state-registered investment adviser in OSCODA, MI. The firm manages $266,000 in assets, with $14,000 managed on a...

Overview

BROOKWOOD FINANCIAL SERVICES is a state-registered investment adviser in OSCODA, MI. The firm manages $266,000 in assets, with $14,000 managed on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Principals

John B. Levy

Founder

Sector focus

Real EstatePrivate CreditPrivate Equity

Frequently asked questions

How does Brookwood source its real estate deals?

Brookwood sources primarily through regional operator relationships and off-market negotiations rather than broadly marketed processes. The firm's multi-decade presence in mid-Atlantic and Southeastern property markets gives it access to transactions where sellers prioritize certainty of close over the highest nominal bid. This relationship-based model is characteristic of family offices that can bypass traditional brokerage-led auctions.

Which regions does Brookwood target for acquisitions?

Brookwood's investment footprint is concentrated in the Eastern United States, with a particular emphasis on the mid-Atlantic and Southeast. Specific submarkets include workforce housing in growing secondary cities and suburban office parks in regions with favorable demographic trends. The firm avoids gateway-city trophy assets in favor of granular, cash-flowing deals in less competitive markets.

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research Brookwood Financial Services in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More RIA profiles