LP Profile

Brook Capital

Also known as brook

Wealth ManagerBrookfield, United StatesFounded 2004
$283M
Assets Under Management
Brookfield
Headquarters
Investment Focus

About Brook Capital

Brook Capital is an independently owned, full-service wealth advisory firm in Brookfield, Wisconsin, founded in 2004. It states it has more than 21 years of personalized service and, as an independent firm, does not sell proprietary products. The firm provides financial advice, planning and investment services selected to fit each client's goals, and describes a philosophy of long-term stewardship rather than high-risk, short-term moves. Reported assets under management are about $283 million.

Preferred Investment Types

Early Stage VentureSeed
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Brook Capital from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$283.3M
Total Clients
1,490
Filing Date
January 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Brook Capital across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Brook Capital?

Brook Capital is a wealth manager based in Brookfield, United States, managing approximately $283M in assets.

Where is Brook Capital headquartered?

Brook Capital is headquartered in Brookfield, United States.

How much does Brook Capital manage?

Brook Capital manages approximately $283M in assets under management.

When was Brook Capital founded?

Brook Capital was founded in 2004.

What does Brook Capital invest in?

Brook Capital focuses on Early Stage Venture, Seed.

How can I contact Brook Capital?

Verified contact details, key decision-makers, and investment preferences for Brook Capital are available on LPbacked. Create a free account to access them.