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Brooktree Capital Management Inc. (Grand Rapids)


Brooktree Capital Management Inc. is a mid-sized advisory firm based in Grand Rapids. It manages $52.58 million of regulatory assets for 72 client accounts. It has been registered with the SEC as an adviser since 2001.

Brooktree Capital Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Brooktree Capital Management: assets under management

The assets under management (AUM) of Brooktree Capital Management Inc. is $52.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $52.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $730.3 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Brooktree Capital Management Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grand Rapids

The principal office where Brooktree Capital Management Inc. performs its advisory services is located at 25 Ionia Sw, Grand Rapids, MI 49503 The mailing address of the firm is Po Box 6367, Grand Rapids, MI 49516 6367. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-774-3159 or by fax 616-774-3141. The normal business hours are 9am-4pm on Monday - Friday.


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