|
⚲
|
| Highbrook Capital Partners LLC
✚
|
|
|---|---|
| CRD # | 338408 |
| SEC # | 801-134570 |
| CIK # | |
| AUM | $509.1 M (2026-03-31) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 404-850-2550 |
| Address | 3490 Piedmont Road Atlanta, GA 30305 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 22.2 |
| (b) Individuals (high net worth individuals) | 96 | 373.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 1.9 |
| (h) Charitable organizations | 2 | 5.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 36 | 105.9 |
| (n) Other | 0 | 0.0 |
| Total | 596 | 509.1 |
| By Discretionary | ||
| Discretionary | 590 | 478.7 |
| Non-Discretionary | 6 | 30.4 |
| Total | 596 | 509.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 508.3 | |
| Total | 596 | 509.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mattson Financial Services LLC
✚
|
MI | 0.5 |
|
Haven Wealth Group LLC
✚
|
TX | 0.5 |
|
Madison Advisory Services Inc
✚
|
NY | 0.5 |
|
Aspire Private Capital LLC
✚
|
NC | 0.5 |
|
Wealthcrest Financial Services LLC
✚
|
VA | 0.5 |
|
Kaufman Rossin Wealth LLC
✚
|
FL | 0.5 |
|
Perceptive Edge Investment Management Inc
✚
|
MN | 0.5 |
|
Black Coral Financial Advisors LLC
✚
|
NJ | 0.5 |
|
Investors Asset Management of Georgia Inc
✚
|
GA | 0.5 |
|
Pandowealth LLC
✚
|
0.5 |