HOLBROOK HOLDINGS, INC.
  • HOLBROOK HOLDINGS, INC.

Adviser Profile

As of Date 02/24/2026
Registration SEC, Approved, 04/08/2016
ADV Location ATLANTA, GA, United States
Contact Info 678 xxxxxxx
Websites
AUM* 3,780,035,577 145%
of that, discretionary 3,780,035,577 145%
Number of Employees 14 40%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 1,260,011,859 63%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

4B 3B 3B 2B 2B 1B 540M
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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