| Name: | Brookline Investments, Inc. |
| Jurisdiction: | Alabama |
| Legal type: | Domestic Corporation |
| Status: | Exists |
| Date of registration: | 20 Sep 1999 (25 years ago) (Companies founded in September 1999) |
| Entity Number: | 000-205-236 |
| Register Number: | 000205236 |
| Historical Names: |
Capital Strategies Asset Management, Inc.
Capital Strategies Advisors, Inc. |
| ZIP code: | 35223 (Companies in Jefferson, 35223) |
| County: | Jefferson |
| Place of Formation: | Jefferson County |
| Principal Address: | BIRMINGHAM, AL |
| Registered Office Street Address: | 2501 20TH PLACE SOUTH SUITE 275BIRMINGHAM, AL 35223 |
| Authorized Capital: | $1 |
Activities
INVESTMENT ADVICE/RELATED FINANCIAL PRODUCTS/SERVICES
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1144232 | 2 METROPLEX DR, SUITE 111, BIRMINGHAM, AL, 35209 | 2 METROPLEX DR., SUITE 111, BIRMINGHAM, AL, 35209 | 2052632332 | |||||||||||||||||||||||||||||||||||||||||
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| Form type | 13F-HR |
| File number | 028-06557 |
| Filing date | 2002-02-13 |
| Reporting date | 2001-12-31 |
| File | View File |
Filings since 2001-11-19
| Form type | 13F-HR/A |
| File number | 028-06557 |
| Filing date | 2001-11-19 |
| Reporting date | 2001-09-30 |
| File | View File |
Filings since 2001-11-14
| Form type | 13F-HR |
| File number | 028-06557 |
| Filing date | 2001-11-14 |
| Reporting date | 2001-09-30 |
| File | View File |
Filings since 2001-07-18
| Form type | 13F-HR |
| File number | 028-06557 |
| Filing date | 2001-07-18 |
| Reporting date | 2001-06-30 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CAPITAL STRATEGIES ADVISORS, INC 401(K) PLAN | 2011 | 631235333 | 2012-05-15 | CAPITAL STRATEGIES ADVISORS, INC | 2 | |||||||||||||||||||||||||||||||||||||
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| Administrator’s EIN | 631235333 |
| Plan administrator’s name | CAPITAL STRATEGIES ADVISORS, INC |
| Plan administrator’s address | 2501 TWENTIETH PLACE SOUTH, SUITE 275, BIRMINGHAM, AL, 35223 |
| Administrator’s telephone number | 2052632332 |
Signature of
| Role | Plan administrator |
| Date | 2012-05-15 |
| Name of individual signing | HOLLIS GIEGER |
| Role | Employer/plan sponsor |
| Date | 2012-05-15 |
| Name of individual signing | HOLLIS GIEGER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-08-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 2052632332 |
| Plan sponsor’s address | 2501 TWENTIETH PLACE SOUTH, SUITE 275, BIRMINGHAM, AL, 35223 |
Plan administrator’s name and address
| Administrator’s EIN | 631235333 |
| Plan administrator’s name | CAPITAL STRATEGIES ADVISORS, INC |
| Plan administrator’s address | 2501 TWENTIETH PLACE SOUTH, SUITE 275, BIRMINGHAM, AL, 35223 |
| Administrator’s telephone number | 2052632332 |
Signature of
| Role | Plan administrator |
| Date | 2011-07-26 |
| Name of individual signing | HOLLIS GIEGER |
| Role | Employer/plan sponsor |
| Date | 2011-07-26 |
| Name of individual signing | HOLLIS GIEGER |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 1999-08-01 |
| Business code | 524210 |
| Sponsor’s telephone number | 2052632332 |
| Plan sponsor’s address | 2501 TWENTIETH PLACE SOUTH, SUITE 275, BIRMINGHAM, AL, 35223 |
Plan administrator’s name and address
| Administrator’s EIN | 631235333 |
| Plan administrator’s name | CAPITAL STRATEGIES ADVISORS, INC |
| Plan administrator’s address | 2501 TWENTIETH PLACE SOUTH, SUITE 275, BIRMINGHAM, AL, 35223 |
| Administrator’s telephone number | 2052632332 |
Signature of
| Role | Plan administrator |
| Date | 2010-10-13 |
| Name of individual signing | HOLLIS GIEGER |
| Role | Employer/plan sponsor |
| Date | 2010-10-13 |
| Name of individual signing | HOLLIS GIEGER |
| Name | Role |
|---|---|
| TWIFORD, RAINER | Agent |
| Name | Role | Address |
|---|---|---|
| CARLISLE, W TODD | Incorporator | 2311 HIGHLAND AVE SBIRMINGHAM, AL 35205 |
| Event Date | Event Type | Old Value | New Value |
|---|---|---|---|
| 2008-09-05 | Name Change | Capital Strategies Advisors, Inc. | Brookline Investments, Inc. |
| 1999-11-17 | Name Change | Capital Strategies Asset Management, Inc. | Capital Strategies Advisors, Inc. |
| 1999-10-19 | Name Merged | No data | JRT Capital Corporation |
Date of last update: 01 Aug 2024
Sources: Alabama Secretary of State
