EAGLEBROOK ADVISORS

Overview

Eaglebrook Advisors operates as a fee-based advisory shop that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm focuses on portfolio management and the selection of third-party advisers rather than running a fully discretionary, in-house trading desk. Its business model blends percentage-of-AUM billing with fixed fees, and its advisory activities emphasize tailored portfolio construction for individuals, small businesses and institutions. Investment activity shows a clear tilt toward non-traditional asset types alongside traditional portfolios. The firm reports a heavy use of “other” assets in its managed book and maintains relationships with custody providers known for digital asset services, signaling that digital currency is a core allocation rather than a marginal exposure. Eaglebrook also allocates to commodities and oil & gas through third-party alternative managers, and it serves as a selector of external managers when clients require specialized access.

Assets & Accounts

Investments & Alternatives

Location & Offices