Search icon

Brookline Investments, Inc.

Details

Name: Brookline Investments, Inc.
Jurisdiction: Alabama
Legal type: Domestic Corporation
Status: Exists
Date of registration: 20 Sep 1999 (25 years ago)
Entity Number: 000-205-236
Register Number: 000205236
Historical Names: Capital Strategies Asset Management, Inc.
Capital Strategies Advisors, Inc.
County: Jefferson
Place of Formation: Jefferson County
Principal Address: BIRMINGHAM, AL
Registered Office Street Address: 2501 20TH PLACE SOUTH SUITE 275BIRMINGHAM, AL 35223
Registered Office Street Address ZIP Code: 35223
Authorized Capital: $1

Activities INVESTMENT ADVICE/RELATED FINANCIAL PRODUCTS/SERVICES

Central Index Key

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

Filings since 2002-02-13

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

form 5500

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
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 2012-05-15
Name of individual signing HOLLIS GIEGER
Role Employer/plan sponsor
Date 2012-05-15
Name of individual signing HOLLIS GIEGER
CAPITAL STRATEGIES ADVISORS, INC 401(K) PLAN 2010 631235333 2011-07-26 CAPITAL STRATEGIES ADVISORS, INC 3
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
CAPITAL STRATEGIES ADVISORS, INC 401(K) PLAN 2009 631235333 2010-10-13 CAPITAL STRATEGIES ADVISORS, INC 6
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

Agent

Name Role
TWIFORD, RAINER Agent

Incorporator

Name Role Address
CARLISLE, W TODD Incorporator 2311 HIGHLAND AVE SBIRMINGHAM, AL 35205

Events

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