BROOKLINE INVESTMENTS, INC.
CRD #109239 SEC #801-57057 BIRMINGHAM, AL 205-263-2332
SEC Registered Private Funds
Total AUM
$402.6M
Discretionary
$5.9M
Employees
3
Clients
--
Accounts
33
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $402.6M | $5.9M | $396.7M | 3 | 0 |
| Mar 2025 | $402.6M | $5.9M | $396.7M | 3 | 0 |
| Jun 2024 | $332.4M | $327.1M | $5.3M | 3 | 0 |
| Mar 2024 | $331.6M | $326.4M | $5.3M | 3 | 0 |
| Feb 2024 | $271.1M | $266.4M | $4.7M | 2 | 0 |
| Sep 2023 | $271.1M | $266.4M | $4.7M | 2 | 0 |
| Mar 2023 | $245.9M | $241.2M | $4.7M | 2 | 0 |
| Sep 2022 | $259.5M | $254.6M | $4.8M | 2 | 0 |
| Mar 2022 | $259.5M | $254.6M | $4.8M | 2 | 0 |
| Jul 2021 | $163.4M | $159.1M | $4.4M | 2 | 0 |
| May 2021 | $163.4M | $159.1M | $4.4M | 2 | 0 |
| Mar 2021 | $163.4M | $159.1M | $4.4M | 2 | 0 |
| Oct 2020 | $167.8M | $163.9M | $4M | 2 | 0 |
| Jun 2020 | $167.8M | $163.9M | $4M | 2 | 0 |
| Mar 2020 | $167.8M | $163.9M | $4M | 2 | 0 |
| Dec 2019 | $137.6M | $134.3M | $3.3M | 2 | 0 |
| Mar 2019 | $137.6M | $134.3M | $3.3M | 2 | 0 |
| Dec 2018 | $134.1M | $130.8M | $3.3M | 5 | 0 |
| Mar 2018 | $134.1M | $130.8M | $3.3M | 5 | 0 |
| Sep 2017 | $132.7M | $129.8M | $2.9M | 5 | 26 |
| Mar 2017 | $131.9M | $129.1M | $2.9M | 5 | 26 |
| Mar 2016 | $120.6M | $118.5M | $2.1M | 5 | 26 |
| Aug 2015 | $136.7M | $134.8M | $1.9M | 4 | 26 |
| May 2015 | $136.7M | $134.8M | $1.9M | 4 | 26 |
| Mar 2015 | $137.3M | $135.4M | $1.9M | 4 | 26 |
| Sep 2014 | $134.3M | $132.1M | $2.2M | 4 | 100 |
| Jul 2014 | $134.3M | $132.1M | $2.2M | 4 | 100 |
| Mar 2014 | $134.3M | $132.1M | $2.2M | 4 | 100 |
| Sep 2013 | $121.4M | $118.7M | $2.7M | 4 | 26 |
| May 2013 | $121.4M | $118.7M | $2.7M | 4 | 26 |
| Apr 2013 | $121.4M | $118.7M | $2.7M | 5 | 26 |
| Jan 2013 | $123.5M | $121.3M | $2.3M | 5 | 26 |
| Mar 2012 | $123.5M | $121.3M | $2.3M | 1 | 26 |
| Mar 2011 | $186.4M | $181.4M | $4.9M | 5 | -- |
| May 2010 | $183.4M | $174.6M | $8.8M | 5 | -- |
| Mar 2010 | $183.4M | $174.6M | $8.8M | 5 | -- |
| Jul 2009 | $264.7M | $118.1M | $146.6M | 5 | -- |
| Mar 2009 | $264.7M | $118.1M | $146.6M | 10 | -- |
| Sep 2007 | $216.4M | $63.3M | $153.1M | 10 | -- |
| Mar 2007 | $216.4M | $63.3M | $153.1M | 10 | -- |
| Mar 2006 | $189.7M | $51M | $138.6M | 5 | -- |
| Jun 2005 | $146.3M | $35.9M | $110.4M | 5 | -- |
| Feb 2005 | $146.3M | $35.9M | $110.4M | 5 | -- |
| Jan 2005 | $97.7M | $47.6M | $50.1M | 5 | -- |
| Dec 2004 | $97.7M | $47.6M | $50.1M | 5 | -- |
| Mar 2004 | $97.7M | $47.6M | $50.1M | 5 | -- |
| May 2002 | $98.5M | $38.7M | $59.7M | 5 | -- |
| Oct 2001 | $276.6M | $241M | $35.6M | 10 | -- |
| May 2001 | $276.6M | $241M | $35.6M | 10 | -- |
DateNov 2025
Total AUM$402.6M
Discretionary$5.9M
Non-Disc.$396.7M
Employees3
Clients0
DateMar 2025
Total AUM$402.6M
Discretionary$5.9M
Non-Disc.$396.7M
Employees3
Clients0
DateJun 2024
Total AUM$332.4M
Discretionary$327.1M
Non-Disc.$5.3M
Employees3
Clients0
DateMar 2024
Total AUM$331.6M
Discretionary$326.4M
Non-Disc.$5.3M
Employees3
Clients0
DateFeb 2024
Total AUM$271.1M
Discretionary$266.4M
Non-Disc.$4.7M
Employees2
Clients0
DateSep 2023
Total AUM$271.1M
Discretionary$266.4M
Non-Disc.$4.7M
Employees2
Clients0
DateMar 2023
Total AUM$245.9M
Discretionary$241.2M
Non-Disc.$4.7M
Employees2
Clients0
DateSep 2022
Total AUM$259.5M
Discretionary$254.6M
Non-Disc.$4.8M
Employees2
Clients0
DateMar 2022
Total AUM$259.5M
Discretionary$254.6M
Non-Disc.$4.8M
Employees2
Clients0
DateJul 2021
Total AUM$163.4M
Discretionary$159.1M
Non-Disc.$4.4M
Employees2
Clients0
DateMay 2021
Total AUM$163.4M
Discretionary$159.1M
Non-Disc.$4.4M
Employees2
Clients0
DateMar 2021
Total AUM$163.4M
Discretionary$159.1M
Non-Disc.$4.4M
Employees2
Clients0
DateOct 2020
Total AUM$167.8M
Discretionary$163.9M
Non-Disc.$4M
Employees2
Clients0
DateJun 2020
Total AUM$167.8M
Discretionary$163.9M
Non-Disc.$4M
Employees2
Clients0
DateMar 2020
Total AUM$167.8M
Discretionary$163.9M
Non-Disc.$4M
Employees2
Clients0
DateDec 2019
Total AUM$137.6M
Discretionary$134.3M
Non-Disc.$3.3M
Employees2
Clients0
DateMar 2019
Total AUM$137.6M
Discretionary$134.3M
Non-Disc.$3.3M
Employees2
Clients0
DateDec 2018
Total AUM$134.1M
Discretionary$130.8M
Non-Disc.$3.3M
Employees5
Clients0
DateMar 2018
Total AUM$134.1M
Discretionary$130.8M
Non-Disc.$3.3M
Employees5
Clients0
DateSep 2017
Total AUM$132.7M
Discretionary$129.8M
Non-Disc.$2.9M
Employees5
Clients26
DateMar 2017
Total AUM$131.9M
Discretionary$129.1M
Non-Disc.$2.9M
Employees5
Clients26
DateMar 2016
Total AUM$120.6M
Discretionary$118.5M
Non-Disc.$2.1M
Employees5
Clients26
DateAug 2015
Total AUM$136.7M
Discretionary$134.8M
Non-Disc.$1.9M
Employees4
Clients26
DateMay 2015
Total AUM$136.7M
Discretionary$134.8M
Non-Disc.$1.9M
Employees4
Clients26
DateMar 2015
Total AUM$137.3M
Discretionary$135.4M
Non-Disc.$1.9M
Employees4
Clients26
DateSep 2014
Total AUM$134.3M
Discretionary$132.1M
Non-Disc.$2.2M
Employees4
Clients100
DateJul 2014
Total AUM$134.3M
Discretionary$132.1M
Non-Disc.$2.2M
Employees4
Clients100
DateMar 2014
Total AUM$134.3M
Discretionary$132.1M
Non-Disc.$2.2M
Employees4
Clients100
DateSep 2013
Total AUM$121.4M
Discretionary$118.7M
Non-Disc.$2.7M
Employees4
Clients26
DateMay 2013
Total AUM$121.4M
Discretionary$118.7M
Non-Disc.$2.7M
Employees4
Clients26
DateApr 2013
Total AUM$121.4M
Discretionary$118.7M
Non-Disc.$2.7M
Employees5
Clients26
DateJan 2013
Total AUM$123.5M
Discretionary$121.3M
Non-Disc.$2.3M
Employees5
Clients26
DateMar 2012
Total AUM$123.5M
Discretionary$121.3M
Non-Disc.$2.3M
Employees1
Clients26
DateMar 2011
Total AUM$186.4M
Discretionary$181.4M
Non-Disc.$4.9M
Employees5
Clients--
DateMay 2010
Total AUM$183.4M
Discretionary$174.6M
Non-Disc.$8.8M
Employees5
Clients--
DateMar 2010
Total AUM$183.4M
Discretionary$174.6M
Non-Disc.$8.8M
Employees5
Clients--
DateJul 2009
Total AUM$264.7M
Discretionary$118.1M
Non-Disc.$146.6M
Employees5
Clients--
DateMar 2009
Total AUM$264.7M
Discretionary$118.1M
Non-Disc.$146.6M
Employees10
Clients--
DateSep 2007
Total AUM$216.4M
Discretionary$63.3M
Non-Disc.$153.1M
Employees10
Clients--
DateMar 2007
Total AUM$216.4M
Discretionary$63.3M
Non-Disc.$153.1M
Employees10
Clients--
DateMar 2006
Total AUM$189.7M
Discretionary$51M
Non-Disc.$138.6M
Employees5
Clients--
DateJun 2005
Total AUM$146.3M
Discretionary$35.9M
Non-Disc.$110.4M
Employees5
Clients--
DateFeb 2005
Total AUM$146.3M
Discretionary$35.9M
Non-Disc.$110.4M
Employees5
Clients--
DateJan 2005
Total AUM$97.7M
Discretionary$47.6M
Non-Disc.$50.1M
Employees5
Clients--
DateDec 2004
Total AUM$97.7M
Discretionary$47.6M
Non-Disc.$50.1M
Employees5
Clients--
DateMar 2004
Total AUM$97.7M
Discretionary$47.6M
Non-Disc.$50.1M
Employees5
Clients--
DateMay 2002
Total AUM$98.5M
Discretionary$38.7M
Non-Disc.$59.7M
Employees5
Clients--
DateOct 2001
Total AUM$276.6M
Discretionary$241M
Non-Disc.$35.6M
Employees10
Clients--
DateMay 2001
Total AUM$276.6M
Discretionary$241M
Non-Disc.$35.6M
Employees10
Clients--