GRAND RAPIDS, MICRD 114173Latest ADV March 6, 2026
Brooktree Capital Management Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 6, 2026, reports $139M in regulatory assets under management, 2 employees, and 143 accounts.
Assets Under Management
$139M
Employees
2
Offices
--
Total Clients
74
Primary office
GRAND RAPIDS, MI
4080 CAMELOT RIDGE DR SE, GRAND RAPIDS, MI, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
40
2
HNWI
41.9%
31
3
Pooled Investment Vehicles
1.4%
1
4
Charitable
1.4%
1
5
Corporations
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$139Mas of March 6, 2026
Discretionary100.0%
$139M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$139M
Total Accounts143
10Y AUM Change+$17M (+13.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.