Brooktree Capital Management

Asset Manager SEC-registered adviser

Legal name: Brooktree Capital Management Inc.

Grand Rapids, MI Website LinkedIn

AUM

$138.9M
Regulatory AUM

Private funds

1
Other 1

Private fund assets

$25.7M
Gross asset value

Employees

2

Last Form D raise

—

From SEC Form ADV filing (filed Mar 6, 2026). View on SEC

People(2)

Owners and executive officers named on the firm's SEC Form ADV.

B
Brian Ellis
President/Chief Compliance Officer
Source: SEC Form ADV
H
Hunter Lewis
Vice President-Portfolio Manager
Source: SEC Form ADV

Funds(1)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Robell Family Investments, LLCOther$25.7M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
114173
SEC file number
801-118307
CIK
1021296

Sources