A complete list of active advisors currently associated with Holbrook Management, LLC

Warmer can help you find a great advisor at Holbrook Management, LLC or one who fits your needs even better.

Holbrook Management provides discretionary asset management to high‑net‑worth individuals, family offices, institutions and a commingled private fund (Holbrook Advantage, LP). Services are delivered through separately managed accounts and the commingled fund, and the firm may occasionally raise special purpose vehicles for specific situations; many clients are charged percentage‑of‑AUM fees. The firm pursues a long‑term, value‑oriented and event‑driven approach across asset classes and capital structures, combining fundamental diligence with opportunistic quantitative techniques and typically holding a concentrated portfolio (generally targeting 10–25 positions). The investment program can include investments in small‑cap and distressed credit, structured securities, and the use of derivatives in separately managed accounts, and the firm offers performance‑based fee arrangements for qualified clients subject to high‑water mark provisions. Several aspects of the firm differ from typical peers: it serves pooled vehicle clients, acts as a private fund adviser and fund sponsor, and conducts portfolio management for pooled vehicles and SPVs, creating side‑by‑side management responsibilities. The firm also discloses and advertises historical, predecessor, and hypothetical performance results—practices that are uncommon among independent advisers and may be material when assessing reported track records.

To learn more about the advisors currently working at Holbrook Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.