|
⚲
|
| Holbrook Holdings Inc
✚
|
|
|---|---|
| CRD # | 283258 |
| SEC # | 801-107682 |
| CIK # | 0001677327 |
| AUM | $3.8 B (2026-02-24) |
| Employees | 14 (21% Investors, 64% Brokers) |
| Phone | 678-400-3980 |
| Address | 3225 Cumberland Blvd Atlanta, GA 30339 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 3.8 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3 | 3.8 |
| By Discretionary | ||
| Discretionary | 3 | 3.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 3 | 3.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001677327] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pictet Asset Management Singapore PTE Ltd
✚
|
3.9 | |
|
Tuttle Capital Management LLC
✚
|
3.9 | |
|
Guidestone Investment Services
✚
|
TX | 3.9 |
|
Defiance ETFS LLC
✚
|
FL | 3.9 |
|
Left Lane Capital LLC
✚
|
NY | 3.8 |
|
Harvest Global Investments Limited
✚
|
3.8 | |
|
Integral ILS Ltd
✚
|
3.8 | |
|
Cape Ann Asset Management Limited
✚
|
3.8 | |
|
Lumint Corporation
✚
|
MA | 3.7 |
|
BCSF Advisors LP
✚
|
MA | 3.6 |