Highbrook Capital Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 31, 2026, reports $509M in regulatory assets under management, 6 employees, and 596 accounts.
Assets Under Management
$509M
Employees
6
Offices
--
Total Clients
197
Primary office
ATLANTA, GA
3490 PIEDMONT ROAD, SUITE 650, ATLANTA, GA, United States
Top client segmentHNWI represent 48.7% of total clients.
Top client categories% of clientsClients
1
HNWI
48.7%
96
2
Individuals
31.5%
62
3
Corporations
18.3%
36
4
Charitable
1.0%
2
5
Pension Plans
0.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$509Mas of March 31, 2026
Discretionary94.0%
$479M
94% of total RAUM94.0%
Non-discretionary6.0%
$30M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$509M
Total Accounts596
10Y AUM Change+$509M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee33:1
10Y Employee Change+1 (+20.0%)
* 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.