HIGHBROOK CAPITAL PARTNERS

Overview

Highbrook Capital Partners is an independent, SEC‑registered registered investment adviser organized as an LLC and positioned as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, selection of other advisers and educational seminars. Fee arrangements include percentage of AUM, hourly charges and fixed fees. Highbrook is primarily a discretionary manager and does not flag itself as an active ESG investor. Investment activity centers on managed portfolios built from public funds and separate account strategies, with the firm using third‑party managers where appropriate — consistent with its stated role in selecting other advisers. The adviser’s business model emphasizes customized portfolio construction and advisory flexibility rather than a single house‑built product.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices