Holbrook Holdings, Inc.

Overview

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