Overview
Assets Under Management: $148 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 30
Average Client Assets: $3 million
Frequently Asked Questions
BROOKTREE CAPITAL MANAGEMENT INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #114173), BROOKTREE CAPITAL MANAGEMENT INC. is subject to fiduciary duty under federal law.
BROOKTREE CAPITAL MANAGEMENT INC. is headquartered in GRAND RAPIDS, MI.
BROOKTREE CAPITAL MANAGEMENT INC. serves 30 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, BROOKTREE CAPITAL MANAGEMENT INC. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
BROOKTREE CAPITAL MANAGEMENT INC. manages $148 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, BROOKTREE CAPITAL MANAGEMENT INC. serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 71
Discretionary Accounts: 71
Regulatory Filings
CRD Number: 114173
Last Filing Date: 2025-03-05 00:00:00
Website: https://brooktreecapital.com