BROXTON CAPITAL ADVISORS
Firm details
- Headquarters
- OLD SAN JUAN, PR
- CRD number
- 136914
- Website
- www.broxtoncapital.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.39%
- Individuals17.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Broxton Capital Advisors is a small, privately owned investment advisory firm that serves individual and family clients and provides portfolio management for small businesses and institutions. The firm charges fees as a percentage of assets under management and operates as a limited liability company under individual ownership. Broxton does not identify itself as an active ESG investor, is not flagged as a capital allocator for outside managers, and is not classified within a broader adviser subgroup in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Cash & Cash Equivalents40%
Contacts
2 of 2ROBERT COOKE
Senior Portfolio ManagerCRD 2240107
ROBERT COOKE SR.
Managing PartnerCRD 704677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
OLD SAN JUAN, PR
Location
OLD SAN JUAN, PR
Headquartered in OLD SAN JUAN, PR, anchoring the San Juan-Bayam_n, PR metro.
- Metro area
- San Juan-Bayam_n, PR
- Address
- 151 Calle de San Francisco
- Office locations
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