HOLBROOK MANAGEMENT, LLC

HOLBROOK MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 149561). Regulatory assets under management: $100.0M.

Registration

• CRD: 149561
• Type: Registered investment adviser
• Location: 5956 SHERRY LANE, DALLAS, TX, 75225
• Phone: 972-914-3532
• Latest filing: 2026-04-30
• Regulatory AUM: $100.0M
• Discretionary AUM: $100.0M
• Clients: 1
• Accounts: 25

Business model

Compensation: % of AUM, Performance.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149561 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search