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BROOKLINE INVESTMENTS, INC.
BIRMINGHAM, AL
205-263-2332
SEC #801-57057Total AUM
$281.5M
Employees
3Clients
41Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2830 CAHABA ROAD
SUITE 100
BIRMINGHAM
AL 35223
United States
SUITE 100
BIRMINGHAM
AL 35223
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
205-263-2332
Financials
Total AUM
$281.5M
Accounts
33Discretionary
$274.5M
Accounts
32Non-Discretionary
$6.9M
Accounts
1
Clients
Individual Clients
1AUM
$0
HNW Individual Clients
20AUM
$47.7M
Banking Clients
1AUM
$0
Pooled Vehicle Clients
7AUM
$222.5M
Pension/Profit Sharing Plan Clients
3AUM
$7M
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
3AUM
$4.2M
Other Clients
1AUM
$0
Description of Other Clients
NONE
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
PRIVATE FUND INCENTIVE FEES
Compliance
Disclosures
Dismissed Civil Action (Settlement)
State Registrations
ALARCOFLGAMSTNTXWAWI
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.