Brooktree Capital Management Inc.

RIASEC Registered

Total AUM

$139M

Discretionary

$139M

100% of AUM

Avg account

$971K

Accounts

143

Employees

Advisory reps

Firm details

Headquarters: Grand Rapids, Michigan
CRD number: 114173
Registered since: March 24, 2020
Website: brooktreecapital.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI73.58%
Pooled Investment Vehicles18.51%
Individuals7.72%
Charitable Organizations0.12%
Corporations / Businesses0.07%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Brooktree Capital Management Inc. is a corporate registered investment adviser that registered with the SEC in 2020. The firm is owned by an individual and serves both individual/family and institutional clients. Its primary compensation model is a percentage-of-assets-under-management fee. Advisory services emphasize discretionary portfolio management across three client types: individuals and small businesses, pooled investment vehicles, and businesses or institutions. Brooktree also acts as a sponsor, general partner, and managing member for pooled investment vehicles it advises. The firm does not describe itself as an active ESG investor.