| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Camp One Ventures (fund B), LLC | Venture Capital | $134.8M | $100K |
| Brookline Value Investment Fund, LLC | Other Private | $63.1M | $250K |
| Brookline SPV, LLC | Private Equity | $61.6M | — |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Brookline Financial Partners, Inc. Control | Owner | Over 75% | 2009 |
| James Edward Andrew Loftin | Managing Director | Under 5% | 2024 |
| James Rainer Twiford Control | President, Director, Chief Compliance Officer | Under 5% | 1999 |
Brookline Investments, Inc. reports $402.6 million in regulatory assets under management on its Form ADV.
Brookline Investments, Inc. manages 7 private funds with combined gross assets of $347.7 million.
Brookline Investments, Inc. reports 3 employees.
Brookline Investments, Inc. is based in Birmingham, AL and has been SEC-registered since 1999.
Brookline Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2830 Cahaba Road, Suite 100, Birmingham, AL 35223 |
| Phone | 205-263-2332 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | Yes |
| Discretionary | $5.9M |
| Non-discretionary | $396.7M |
| Total (RAUM) | $402.6M |