BOB Holbrook Holdings LLC

Overview

BOB Holbrook Holdings LLC is a small, fee-based advisory firm organized as an LLC that focuses on portfolio management for individuals and small businesses and provides pension consulting services. The firm’s client base is concentrated in individual and family clients and it charges fees as a percentage of assets under management. Investment activity is centered on pooled public vehicles—primarily mutual funds—and the firm also allocates to real estate as an alternative exposure. BOB Holbrook Holdings LLC is not positioned as an active ESG investor and operates with a single-office footprint and a single primary custodian relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices