Overview
Assets Under Management: $873 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 146
Average Client Assets: $4 million
Frequently Asked Questions
ESTABROOK CAPITAL MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #128856), ESTABROOK CAPITAL MANAGEMENT LLC is subject to fiduciary duty under federal law.
ESTABROOK CAPITAL MANAGEMENT LLC is headquartered in NEW YORK, NY.
ESTABROOK CAPITAL MANAGEMENT LLC serves 146 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, ESTABROOK CAPITAL MANAGEMENT LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
ESTABROOK CAPITAL MANAGEMENT LLC manages $873 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, ESTABROOK CAPITAL MANAGEMENT LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 146
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.54
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 771
Discretionary Accounts: 771
Regulatory Filings
CRD Number: 128856
Filing ID: 1952190
Last Filing Date: 2025-03-27 10:30:00
Website: https://estabrookcap.com