Investment adviser · CRD 338408
HIGHBROOK CAPITAL PARTNERS
Investment adviser filing (IA)
HIGHBROOK CAPITAL PARTNERS LLC
ATLANTA, GA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $509M Form ADV · Item 5.F
- Client accounts
- 596 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 96 | $373,210,076 | 73.3% |
| Corporations & businesses | 36 | $105,935,649 | 20.8% |
| Individuals | 62 | $22,240,958 | 4.4% |
| Charities | Fewer than 5 | $5,738,640 | 1.1% |
| Retirement plans | 1 | $1,939,193 | 0.4% |
Filing source
Form ADV 2083421 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
3490 PIEDMONT ROAD, SUITE 650ATLANTA, GA, 30305, United States
CRD 338408
Filing source
Form ADV 2083421 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.