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BROOKLINE INVESTMENTS, INC.
CRD 109239 · SEC 801-57057
2830 CAHABA ROAD, SUITE 100, BIRMINGHAM, AL, 35223, United States
Phone
205-263-2332
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$281.5M
Discretionary AUM
$274.5M
Team
3 total employees; 2 advisory reps; 33 broker-dealer reps
Clients
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Fees
Percentage of AUM; Performance-based fees; PRIVATE FUND INCENTIVE FEES
Org form
Corporation
Filing date
2026-06-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 20 | $47.7M |
| Pooled investment vehicles | 7 | $222.5M |
| Pension/profit sharing plans | 3 | $7.0M |
| Corporations/business entities | 3 | $4.2M |
States served
AL, AR, CO, GA, MS, TN, WI, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD