White Brook Capital

Overview

White Brook Capital is a small, owner-operated advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm runs a concentrated equity-oriented strategy: the bulk of client assets are held in exchange-traded equities and ETFs, and discretionary authority appears to be the norm across client relationships. White Brook Capital charges both a percentage-of-AUM fee and may use performance-based fees for certain relationships, indicating it can structure compensation around outcomes for select clients. The firm’s client mix includes individual and family clients as well as some institutional relationships. It does not position itself as an ESG investor, and it is not presented as a multi-state or newly formed adviser. Advisory activity is centered on direct portfolio management rather than large-scale capital allocation or pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices