Required disclosures and our privacy practices.
White Brook Capital LLC ("White Brook Capital", "we", "us") is committed to safeguarding the personal information that our clients and prospective clients provide to us. This Privacy Policy describes the categories of information we collect, how we use it, and the steps we take to protect it.
In the course of providing investment advisory services, we may collect nonpublic personal information about you from the following sources:
We do not sell client information. We disclose nonpublic personal information only (a) as necessary to effect, administer, or enforce a transaction you have requested or authorized; (b) to service providers who assist us in administering your account and who are contractually obligated to maintain the confidentiality of that information; or (c) as required or permitted by law. If our relationship with you ends, we will continue to treat your information as described in this policy.
We maintain physical, electronic, and procedural safeguards that comply with applicable federal and state regulations to protect client information. Access to client information is restricted to employees and service providers who need it to perform their duties.
We may update this Privacy Policy from time to time. The current version is always available on our website. If we make material changes to how we treat client information, we will notify clients as required by law.
White Brook Capital LLC is an investment adviser. Information on this website is provided for general informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities, strategy, or service. Any such offer may only be made by means of a formal investment management agreement and associated disclosure documents delivered to prospective investors who meet applicable accredited-investor or qualified-client standards.
Investment in separately managed accounts involves risk, including the possible loss of principal. The strategies described on this site are concentrated and may be significantly more volatile than broad-market indices. Past performance is not a guarantee of future results. Any performance or holdings figures shown reflect a specific historical period and are not a projection of future returns.
Comparisons to indices, including the S&P 500, are provided for informational purposes only. Indices are unmanaged, do not incur management fees or expenses, and cannot be invested in directly. A client's actual return will differ from the return of any index for a number of reasons, including timing of cash flows, fees, and differences in holdings.
Any opinions expressed in commentaries, fact sheets, or other materials on this site reflect the views of the portfolio manager as of the date published and are subject to change without notice. Nothing on this website should be construed as legal, tax, or accounting advice. Prospective investors should consult their own advisers.
White Brook Capital LLC's current Form ADV Part 2 Brochure is available on request. Please email info@whitebrookcapital.com for a copy.