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BROOKTREE CAPITAL MANAGEMENT INC.
CRD 114173 · SEC 801-118307
4080 CAMELOT RIDGE DR SE, GRAND RAPIDS, MI, 49546-2420, United States
Phone
616-774-3159
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$138.9M
Discretionary AUM
$138.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $10.7M |
| High net worth individuals | 31 | $102.2M |
| Pooled investment vehicles | 1 | $25.7M |
| Charitable organizations | 1 | $170K |
| Corporations/business entities | 1 | $93K |
States served
MI, TX
All web addresses on file
Official SEC filing: View on IAPD