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- Custodian
- Charles Schwab & Company · Interactive Brokers · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-15-2016
- Office Locations
- 1
Office Locations
About White Brook Capital
White Brook Capital is a suburban Chicago investment advisory firm founded in 2016, managing separately managed accounts and serving as general partner to White Brook Capital Partners for qualified/accredited investors. The firm runs proprietary, long-term public-equity portfolios focused on mispriced stocks it believes are higher-quality businesses than the market implies, with an ethical screen that avoids aerospace/defense, vice, major polluters, and abusive customer practices.
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Accredited Investors
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Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
BASIL ALSIKAFI
Investment Advisor, Managing Partner
- CRD
- #4677459
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,081,861 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,081,861 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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