RIA Intel›Advisers›Alabama›BROOKLINE INVESTMENTS, INC.

BROOKLINE INVESTMENTS, INC.

Advisory

N·BIRMINGHAM, AL

Data as of Apr 1, 2026 · Source: SEC Form ADV

Total AUM
$281M
1-Year AUM Growth
+22.6%
3-Year CAGR
+27.2%
Employees
2
Assets Under Management
Total AUM$281M
Discretionary AUM$275M
Non-Discretionary AUM$7M
Discretionary %97.5%
Total Clients33
Team
Total Employees2
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record58
First FilingMar 27, 2001
Latest FilingApr 1, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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