Holbrook Holdings, Inc.
Firm details
- Headquarters
- Atlanta, Georgia
- CRD number
- 283258
- Registered since
- April 8, 2016
- Website
- www.holbrookholdings.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Holbrook Holdings, Inc. is a corporation that operates as an institutional registered investment adviser. The firm registered with the SEC in 2016 and is owned by an individual. Its stated advisory activity is portfolio management for investment companies, and its clients are institutional in nature. Holbrook charges fees as a percentage of assets under management and reports all assets as discretionary. The firm does not identify as an active ESG investor, is not a multistate adviser, and does not describe itself as a capital allocator, pension consultant, newly formed adviser, or related adviser.
Assets & Accounts
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Atlanta, GA
Fulton
Location
Atlanta, GA
Headquartered in Atlanta, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- Fulton
- Address
- 3715 Northside Pkwy Nw
- Time zone
- ET (UTC-5)
- Office locations
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