BROOKTREE CAPITAL MANAGEMENT INC.

RIASEC RegisteredEst. 2020

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 small, SEC-registered advisory corporation (registered in 2020) that manages portfolios for high-net-worth individuals and families as well as institutional clients. The firm charges fees as a percentage of assets under management and provides discretionary portfolio management across individual/small business accounts, pooled investment vehicles and institutional/business mandates. Brooktree is owned by an individual and is not registered as a multi-state adviser; it does not identify as an active ESG investor. Brooktree also participates on the sponsor/GP side of pooled vehicles, indicating it both advises and can take an operational role in closed structures it manages. The firm’s regulatory classification is unclassified and it does not function as a pension consultant or related adviser under the reported data.