Holbrook Global Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$147,000,000
Clients
35
71% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
HighAverage account size
$4,200,000
About
Holbrook Global Strategies serves primarily individuals and families and also accepts trusts, foundations, pension plans and family offices. The firm provides discretionary portfolio management across stocks, bonds, mutual funds and ETFs and offers limited financial planning tied to clients’ investment goals.
The investment approach is global and long‑term, combining fundamental, macroeconomic and technical analysis to construct diversified, tailored portfolios and to adjust holdings as market conditions or client circumstances change. The firm implements discretionary trades on clients’ behalf and, on a limited basis with client approval and appropriate investor qualifications, evaluates illiquid private placements such as real estate, private equity, venture and distressed‑debt opportunities.
Distinctively for a solo advisor, the firm manages approximately $147.5 million for a relatively small client base and serves both high‑net‑worth individuals and institutional clients, a mix that can lead to more bespoke portfolio decisions than many peers. It custodies assets at a major brokerage that supplies reporting and trading tools, does not accept performance‑based fees, and generally leaves proxy voting to clients.
Client services
Financial planning
Portfolio management
Selection of other managers
Expertise
Wealth management
Private / alternative investments
Real estate investing
Fee options
1.2% to 0.5% annually depending on portfolio size and complexity
$250 per hour for financial planning
Account minimum: $1,000,000 Minimum fee: $12,000 minimum annual fee Fee-only: Investment management fees only, no commissions
Main office location
Holbrook Global Strategies
635 Bryant Street
Palo Alto CA 94301, United States
Number of offices
1
Most active in
Holbrook Global Strategies has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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