{
  "crd_number": 338408,
  "slug": "highbrook-capital-partners-atlanta-ga-338408",
  "primary_business_name": "HIGHBROOK CAPITAL PARTNERS",
  "legal_name": "HIGHBROOK CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-12-03",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 509064516.0,
  "raum_discretionary": 478683395.0,
  "raum_non_discretionary": 30381121.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5738640.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 22240958.0,
      "count": 62
    },
    "pension_profit_sharing": {
      "raum": 1939193.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 373210076.0,
      "count": 96
    },
    "corporations_other_businesses": {
      "raum": 105935649.0,
      "count": 36
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "FL",
    "GA",
    "LA",
    "TX"
  ],
  "websites": [
    "https://highbrookcap.com",
    "https://linkedin.com/company/highbrook-capital"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338408",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/highbrook-capital-partners-atlanta-ga-338408",
  "display_name": "Highbrook Capital Partners",
  "summary": "Highbrook Capital Partners is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Highbrook Capital Partners (CRD 338408): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Highbrook Capital Partners compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Highbrook Capital Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Highbrook Capital Partners located?",
      "a": "Highbrook Capital Partners' principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Highbrook Capital Partners registered with the SEC or a state?",
      "a": "Highbrook Capital Partners is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338408."
    },
    {
      "q": "How much does Highbrook Capital Partners manage?",
      "a": "Highbrook Capital Partners reports $509,064,516 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary)."
    },
    {
      "q": "What types of clients does Highbrook Capital Partners serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (96); individuals (other than high net worth individuals) (62); corporations or other businesses not listed above (36)."
    },
    {
      "q": "Which custodians does Highbrook Capital Partners use?",
      "a": "Highbrook Capital Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Highbrook Capital Partners report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338408"
    },
    {
      "q": "What changed in Highbrook Capital Partners' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $235,757,049 to $509,064,516 (+116%). Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $235,757,049 to $509,064,516 (+116%).",
        "Employees performing advisory functions went from 4 to 5."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $0 to $235,757,049.",
        "Employees performing advisory functions went from 3 to 4."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/highbrook-capital-partners-atlanta-ga-338408.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 62,
      "fewer_than_5": false,
      "raum": 22240958.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 96,
      "fewer_than_5": false,
      "raum": 373210076.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1939193.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 5738640.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 36,
      "fewer_than_5": false,
      "raum": 105935649.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338408",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}