Estabrook Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 27, 2026, reports $933M in regulatory assets under management, 10 employees, 1 office, and 767 accounts.
Assets Under Management
$933M
Employees
10
Offices
1 office
Total Clients
767
Primary office
NEW YORK, NY
900 THIRD AVENUE, SUITE 502, NEW YORK, NY, United States
Top client segmentIndividuals represent 71.4% of total clients.
Top client categories% of clientsClients
1
Individuals
71.4%
548
2
HNWI
19.4%
149
3
Charitable
4.4%
34
4
Pension Plans
2.3%
18
5
Corporations
2.2%
17
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$933Mas of March 27, 2026
Discretionary100.0%
$933M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$933M
Total Accounts767
10Y AUM Change+$134M (+16.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee77:1
10Y Employee Change-4 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.