550 W Washington Blvd Suite 201, Chicago, IL 60661

(312) 889-9022

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QUARTERLY COMMENTARIES

White Brook Capital provides investment management services exclusively for accredited investors. 

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 an accredited investor if:

  1. He/she has a net worth exceeding $1 million, either individually or as a married couple 

  2. Is a general partner, executive officer, director or a related combination of an issuer of unregistered securities

  3. An entity is an accredited investor if it is a private business development company or an organization with assets exceeding $5 million

  4. An entity consisting of equity owners who are accredited investors, the entity itself is an accredited investor. However, an organization cannot be formed with a sole purpose of purchasing specific securities.

  5. Registered brokers and investment advisors

By accessing the quarterly commentaries you certify that you meet the requirements of an accredited investor.