BROOKLINE INVESTMENTS, INC.

RIASEC RegisteredEst. 1999

Total AUM

$281M

Discretionary

$275M

98% of AUM

Avg account

$8.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MOUNTAIN BRK, Alabama
CRD number: 109239
Registered since: December 16, 1999
Custodians: CHARLES SCHWAB & CO., INC., U.S. BANCORP INVESTMENTS, INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: Pooled Investment Vehicles79.06%
HNWI16.95%
Pension & Profit Sharing Plans2.49%
Corporations / Businesses1.5%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Brookline Investments, Inc. is an independent investment manager that combines private fund sponsorship with separate account portfolio management for individuals, families and institutions. The firm functions as both a capital allocator and a sponsor/GP/managing member of pooled investment vehicles, so its activity spans direct portfolio management, third-party manager selection and running its own private funds. Since its SEC registration in 1999, Brookline has emphasized equity-oriented portfolios at the separately managed account level while maintaining meaningful exposure to private market strategies through its fund platform. Fee arrangements include standard percentage-of-AUM charges alongside performance-based fees for certain pooled vehicles and private funds. Brookline is not positioned as an ESG specialist and does not operate as a multi-state adviser, indicating a concentrated operating footprint and a traditional investment focus rather than ESG-driven mandates.