LP Profile

Brooklyn Fi

Also known as brooklyn fi

Wealth ManagerBrooklyn, United StatesFounded 2017
$563M
Assets Under Management
Brooklyn
Headquarters
Investment Focus

About Brooklyn Fi

Brooklyn FI, also styled BKFi, is a fee-only financial planning firm in Brooklyn, New York, founded in 2017. It focuses on creatives and people working in the technology industry. The firm combines equity compensation planning, financial planning, tax and investment services in one team, aiming to replace the need to coordinate separate accountants, tax preparers and advisors. It also produces a blog and podcast. Reported assets under management are about $563 million.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Brooklyn Fi from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$563.1M
Total Clients
373
Filing Date
May 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Brooklyn Fi across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Brooklyn Fi?

Brooklyn Fi is a wealth manager based in Brooklyn, United States, managing approximately $563M in assets.

Where is Brooklyn Fi headquartered?

Brooklyn Fi is headquartered in Brooklyn, United States.

How much does Brooklyn Fi manage?

Brooklyn Fi manages approximately $563M in assets under management.

When was Brooklyn Fi founded?

Brooklyn Fi was founded in 2017.

How can I contact Brooklyn Fi?

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