INVESTOR PRESENTATION

White Brook Capital provides investment management services exclusively for qualified clients. 

The risks of investing in a commingled fund such as White Brook Capital are different than in a diversified ETF of mutual fund, you can read more about those risks, here.

A person is considered a qualified client if:

  1. An individual with at least $1 million in assets under management with the advisor immediately after entering into an investment advisory contract with White Brook Capital.

  2. An individual with a net worth of more than $2.1 million, either by themselves or jointly with a spouse, immediately before entering into an advisory contract, excluding the value of their primary residence.

  3. An individual who meets the definition of a "qualified purchaser" at the time an advisory contract is entered into, which requires ownership of at least $5 million of investments.

  4. An individual who is an executive officer, director, trustee, general partner, or person serving in a similar capacity, as an adviser.

  5. Registered brokers and investment advisors.
     

By accessing the quarterly commentaries you certify that you meet the requirements of a qualified client.

909 Davis Street, Suite 500 Evanston, IL 60201

(917) 572-2737

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