Brookvine

What Brookvine does

Brookvine is a Sydney-based fund distribution and advisory firm that partners with fund managers to bring differentiated investment opportunities to Australian institutional investors, family offices, and private wealth advisors. Founded in 2001 and operating as a Corporate Authorised Representative (CAR No. 1304850) of AGP Investment Management Limited (AFSL 312247), the firm provides third-party distribution, placement, fundraising, and advisory services focused on alternative asset classes and differentiated mainstream strategies. The company does not build proprietary technology; its core offering is intermediation, due diligence, and investor access rather than a software or analytics product.

Over its operating history Brookvine has assembled a portfolio of strategic fund-manager partnerships, most notably Thomson, Horstmann & Bryant (THB) for the THB US Micro Cap Fund and the THB International (ex-USA) Micro Cap Fund, Fermat Capital Management for ILS strategies (A$680m cumulatively raised), Laguna Bay Pastoral Company for the Laguna Bay Agricultural Fund (A$280m first close), Welton Investment Partners (systematic global macro), CdR Capital (systematic absolute return), and Moneda Asset Management (Latin American corporate debt). Beyond distribution, Brookvine co-invests in and incubates emerging fund management firms, aligning the firm with its partners. Investors access offerings via direct application or through the Netwealth, Powerwrap, and HUB24 platforms, with services gated to Wholesale Clients as defined under the Corporations Act.

Revenue is generated through professional services fees on placement and ongoing trails/retrocessions. Specific fee schedules are not publicly disclosed. Following its April 2023 acquisition by ASX-listed Associate Global Partners Limited (ASX:APL), Brookvine operates as part of a multi-boutique asset management platform, with corporate headquarters at Level 12, 2 Chifley Square, Sydney. Marketing is supported by content (News & Insights blog, research notes, the Vine newsletter), webinars, industry events, and active LinkedIn, Facebook, and Twitter channels.

Name

Brookvine

Legal name

Brookvine Pty Ltd

Website

https://brookvine.com.au

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

Brookvine is a Sydney-based fund distribution and advisory firm partnering with fund managers to bring differentiated alternative and mainstream investment strategies to Australian institutional, family office, and private wealth investors. Since April 2023 it has operated as part of ASX-listed Associate Global Partners Limited.

Ownership category

akta.pro rank

Product category

Fund Distribution & Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (52394), All Other Financial Investment Activities (52399), Other Financial Investment Activities (5239)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro industry

PRIMARYBPAHADAB

Corporate Finance & Capital Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAHADAI

Strategic Partnerships, Alliances & JVs Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYBPAHADAM

Treasury, Capital Structure & Liquidity Advisory

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Strategy & Corporate Finance Advisory

SECONDARYFSAAAJAJ

Multi-Asset Solutions for Institutional (Pensions/Endowments/Sovereigns)

Financial & Insurance/Asset & Wealth Management/Asset Management — Multi-Asset & Balanced

Keywords

• Fund distribution services
• Investment advisory
• Fundraising advisory
• Alternative investments
• Private wealth advisory

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Fund Distribution and Advisory Services: Brookvine earns revenue by providing distribution, placement, and advisory services to fund managers. The firm helps fund managers build enduring investment franchises by providing marketing, distribution, and fundraising support. Brookvine also invests in and supports the development of emerging fund management firms.

Pricing tiers

Go-to-market motion1 record

Distribution channels5 records

Marketing channels9 records

Core offering

Brookvine partners with fund managers and provides fund investment, fundraising, placement and advisory services to build investment franchises. The firm acts as an intermediary, sourcing and distributing differentiated investment opportunities (including alternative-asset and micro cap strategies) to institutional, family office and private wealth investors in Australia and New Zealand, and also invests in emerging fund management firms.

Product overview

Brookvine is a fund distribution and advisory firm offering access to alternative investment products through multiple channels. The primary product is the THB US Micro Cap Fund, which provides exposure to US micro cap equities managed by Thomson, Horstmann & Bryant. The fund can be accessed via direct application or through Australian investment platforms (Powerwrap, Netwealth, HUB24). Brookvine operates as a Corporate Authorised Representative of AGP Investment Management Limited, providing distribution services for institutional and private wealth investors seeking differentiated investment opportunities in alternative asset classes.

Differentiator

Problem solved

Functional benefit

Products and services

• THB US Micro Cap Fund Australian-domiciled fund investing in US micro cap stocks (market cap roughly A$250m–A$750m), managed by Thomson, Horstmann & Bryant using a disciplined fundamental bottom-up approach. Distributed by Brookvine to Wholesale Clients directly and via Netwealth, Powerwrap and HUB24.
• THB International (ex-USA) Micro Cap Fund Australian-domiciled fund investing in international (ex-USA) micro cap stocks, distributed by Brookvine in partnership with THB Asset Management.
• Laguna Bay Agricultural Fund 1 Australian-distributed fund providing institutional and HNW investors exposure to agricultural assets through Laguna Bay Pastoral Company, structured and placed by Brookvine.
• Fermat ILS Yield Fund Australian-distributed fund providing access to insurance-linked securities (ILS) catastrophe risk portfolios managed by Fermat Capital Management, placed by Brookvine.
• CdR Systematic Absolute Return Fund Australian/NZ-distributed fund delivering a systematic absolute return strategy managed by London-based CdR Capital Ltd, placed by Brookvine.
• Moneda Latin American Corporate Debt Fund Australian-distributed fund providing exposure to Latin American corporate debt, sourced from Moneda Asset Management and placed by Brookvine.
• Welton Global Macro Strategy Distribution Australian distribution of Welton Investment Partners' systematic global macro strategy, delivered by Brookvine to institutional, family office and private wealth investors.
• Fund Distribution, Placement & Fundraising Services Professional service for fund managers: marketing, distribution and placement support to access Australian and New Zealand institutional and private wealth investors, complemented by due diligence, marketing collateral preparation and ongoing investor relations.
• Investment Opportunities (Alternative & Differentiated Funds) Curation Curated selection of investment opportunities for institutional, family office and private wealth investors, with independent investment appraisal and due diligence on boutique and niche fund managers.

Quantifiable outcome

• Successfully launched THB US Micro Cap Fund in September 2014 as first Australian-domiciled US micro cap fund
• +2 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Welton Investment PartnerscoreStrategic or Co-development Partner · 1 October 2020Brookvine announced partnership with Welton Investment Partners (global macro) in October 2020 to distribute their systematic global macro strategy to Australian investors.
• CdR Capital LtdcoreStrategic or Co-development Partner · 1 November 2019Brookvine partnered with London-based CdR Capital Ltd to bring the CdR Systematic Absolute Return Fund to Australian and New Zealand investors. This partnership was announced in November 2019.
• Moneda Asset ManagementminorStrategic or Co-development Partner · 1 June 2019Brookvine partnered with Moneda Asset Management to bring the Moneda Latin American Corporate Debt Fund to Australian investors. Partnership announced in June 2019.
• Laguna Bay Pastoral CompanycoreStrategic or Co-development Partner · 1 June 2016Brookvine established and raised funds for the Laguna Bay Agricultural Fund, including a first close at A$280 million in June 2016. Brookvine also exited their stake in Blue Sky Water Partners in December 2011, which was absorbed into Blue Sky Alternative Investments (ASX: BLA).
• Thomson, Horstmann & Bryant (THB)coreStrategic or Co-development Partner · 1 September 2014Brookvine partnered with THB Asset Management in late 2013 and launched the THB US Micro Cap Fund in September 2014 as the first Australian-domiciled US micro cap fund. Brookvine secured an institutional seed investor (Catholic Superannuation Fund with $90 million) and prepared detailed due diligence, marketing collateral, and distribution plans. The partnership was expanded in August 2018 with the launch of THB International (ex-USA) Micro Cap Fund.
• Fermat Capital Management LLCcoreStrategic or Co-development PartnerBrookvine established and raised funds for the Fermat ILS Yield Fund, raising A$680m in total from institutional and high net worth investors in Australia and New Zealand. Fermat was formed in 2001 with US$5.9 billion AUM and 16 years' experience managing catastrophe risk portfolios.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Perpetual Limited: Large ASX-listed financial services group with diversified asset management and wealth distribution capabilities, overlapping Brookvine's distribution-to-wholesale-investors activity on a much broader scale.
• Magellan Financial Group: Major Australian fund manager with institutional and adviser distribution channels for differentiated global strategies, comparable to Brookvine's role bringing niche managers to Australian investors.
• Russell Investments: Global multi-asset manager and consulting firm providing manager research, capital introduction, and portfolio solutions to institutional and wholesale clients, comparable to Brookvine's third-party placement service.
• Mercer Investments (Australia): Global investment consulting and wealth manager that conducts manager research and helps institutions access alternative strategies, broadly overlapping Brookvine's investor-advisory and due diligence services.

Others

• Zenith Investment Partners: Australian research house providing independent fund ratings and due diligence to advisers, serving a similar due diligence function in the Australian wholesale distribution ecosystem.
• Lonsec Research: Australian investment research and ratings firm producing fund due diligence for advisers and platforms, adjacent to Brookvine's due diligence and investment appraisal offering.

Direct peers

• Pinnacle Investment Management: ASX-listed (ASX:PNI) multi-boutique platform that partners with specialist investment managers and provides distribution, governance, and operational support, mirroring Brookvine's model within the AGP group.
• Whitehelm Capital: Australian real assets and infrastructure investment manager that raises capital from institutional and wholesale investors, comparable to Brookvine's fund placement and fundraising role for niche managers.
• Associate Global Partners (AGP): Brookvine's ASX-listed parent (ASX:APL), operating as a multi-boutique asset management firm partnering with investment managers for distribution, directly comparable to Brookvine's own model.
• Pacific Current Group: Multi-boutique asset management firm investing in and distributing specialist managers across multiple asset classes, structurally similar to Brookvine's partnership model with boutique fund managers.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/brookvine
• Facebookfacebook.com/pages/Brookvine-Pty-Ltd/287202958078063
• LinkedInau.linkedin.com/company/brookvine

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Brookvine