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HOLBROOK MANAGEMENT, LLC
CRD 149561
5956 SHERRY LANE, 20TH FLOOR, DALLAS, TX, 75225, United States
Phone
972-914-3532
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$100.0M
Discretionary AUM
$100.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 15 | $55.1M |
| Pooled investment vehicles | 2 | $44.9M |
All web addresses on file
Official SEC filing: View on IAPD