Advisor at White Brook Capital
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Basil Alsikafi is the sole advisor at White Brook Capital, an independent firm based in Winnetka, IL. He holds a Series 65 designation and has nine years of industry experience, including ten years with White Brook Capital. White Brook Capital provides discretionary portfolio management through separately managed accounts and model portfolios for high-net-worth individuals, trusts, estates, and other entities such as pensions and foundations. The firm employs a primarily bottom-up, value-oriented investment approach combined with top-down industry assessment and applies socially responsible exclusions across all strategies.
$0+: 1.25% annually for All Cap strategy $0+: 0.45% annually for Ethical S&P 500 strategy $0+: 0% management fee for Small Cap strategy (performance fee applies)
20% of the annual increase in Net Asset Value for Small Cap strategy (qualified investors only)
Account minimum: $200,000
Winnetka, IL
Illinois · Texas
White Brook Capital LLC
2016 - Present (10 years)
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