BROOKFIELD INVESTMENT PARTNERS, LLC
CRD #113370 SEC #801-61841 BROOKFIELD, WI 262-785-6751
SEC Registered
Total AUM
$704.1M
Discretionary
$704.1M
Employees
4
Clients
1
Accounts
38
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $704.1M | $704.1M | $0 | 4 | 38 |
| Mar 2020 | $704.1M | $704.1M | $0 | 4 | 38 |
| Mar 2019 | $648.8M | $648.8M | $0 | 4 | 39 |
| Mar 2018 | $663.2M | $663.2M | $0 | 4 | 0 |
| Mar 2017 | $719.5M | $715.6M | $3.9M | 4 | 26 |
| Mar 2016 | $480.6M | $475.8M | $4.8M | 4 | 26 |
| Mar 2015 | $529.5M | $524.7M | $4.9M | 5 | 26 |
| Mar 2014 | $410.6M | $404.4M | $6.2M | 5 | 26 |
| Mar 2013 | $286.3M | $279.6M | $6.7M | 5 | 26 |
| Mar 2012 | $270.2M | $258.6M | $11.6M | 1 | 26 |
| May 2011 | $263.1M | $248.7M | $14.4M | 5 | -- |
| Mar 2011 | $263.1M | $248.7M | $14.4M | 5 | -- |
| Mar 2010 | $279.9M | $240.2M | $39.6M | 5 | -- |
| Mar 2008 | $265.6M | $235.6M | $30M | 5 | -- |
| Mar 2007 | $254.4M | $233.4M | $21.1M | 5 | -- |
| Mar 2006 | $131.5M | $119.4M | $12.2M | 5 | -- |
| Nov 2003 | $36M | $36M | $0 | 5 | -- |
| Oct 2003 | $36M | $36M | $0 | 5 | -- |
DateJun 2020
Total AUM$704.1M
Discretionary$704.1M
Non-Disc.$0
Employees4
Clients38
DateMar 2020
Total AUM$704.1M
Discretionary$704.1M
Non-Disc.$0
Employees4
Clients38
DateMar 2019
Total AUM$648.8M
Discretionary$648.8M
Non-Disc.$0
Employees4
Clients39
DateMar 2018
Total AUM$663.2M
Discretionary$663.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$719.5M
Discretionary$715.6M
Non-Disc.$3.9M
Employees4
Clients26
DateMar 2016
Total AUM$480.6M
Discretionary$475.8M
Non-Disc.$4.8M
Employees4
Clients26
DateMar 2015
Total AUM$529.5M
Discretionary$524.7M
Non-Disc.$4.9M
Employees5
Clients26
DateMar 2014
Total AUM$410.6M
Discretionary$404.4M
Non-Disc.$6.2M
Employees5
Clients26
DateMar 2013
Total AUM$286.3M
Discretionary$279.6M
Non-Disc.$6.7M
Employees5
Clients26
DateMar 2012
Total AUM$270.2M
Discretionary$258.6M
Non-Disc.$11.6M
Employees1
Clients26
DateMay 2011
Total AUM$263.1M
Discretionary$248.7M
Non-Disc.$14.4M
Employees5
Clients--
DateMar 2011
Total AUM$263.1M
Discretionary$248.7M
Non-Disc.$14.4M
Employees5
Clients--
DateMar 2010
Total AUM$279.9M
Discretionary$240.2M
Non-Disc.$39.6M
Employees5
Clients--
DateMar 2008
Total AUM$265.6M
Discretionary$235.6M
Non-Disc.$30M
Employees5
Clients--
DateMar 2007
Total AUM$254.4M
Discretionary$233.4M
Non-Disc.$21.1M
Employees5
Clients--
DateMar 2006
Total AUM$131.5M
Discretionary$119.4M
Non-Disc.$12.2M
Employees5
Clients--
DateNov 2003
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--
DateOct 2003
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees5
Clients--