Basil Alsikafi is a registered investment advisor at White Brook Capital, based in Winnetka, IL, with 9 years of industry experience. Basil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Socially Responsible Investing. Their firm serves 24 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
White Brook Capital offers three investment strategies with different fee structures:
- Small Cap Strategy: No management fee, but charges 20% of the annual increase in the portfolio's value (performance fee). This is only available to qualified investors.
- All Cap Strategy: Charges 1.25% per year of the portfolio's value.
- Ethical S&P 500 Strategy: Charges 0.45% per year of the portfolio's value.
Location
Winnetka, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
White Brook Capital
State Registrations2 states
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