BROOKTREE CAPITAL MANAGEMENT INC.
B59
CRD 114173·SEC 801-118307·GRAND RAPIDS, MI
AUM
$138.9M
$100M-$500M
Est. Revenue
$1.4M
@ 1% on AUM
Est. EBITDA
$417K
@ 30% margin
Est. Deal Value
$3.3M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'21 · $122.2M
'22 · $175.7M
'23 · $175.7M
'25 · $147.8M
'26 · $138.9M
'21'26
$122.2M → $138.9M▲ +14%
Client mix
| Individuals Other | 40 |
| Individuals High Net Worth | 31 |
| Pooled Investment Vehicles | 1 |
| Charitable Organizations | 1 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'21'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.