Brookline Investments, Inc.
● SEC registered since 1999CRD 109239SEC# 801-57057Birmingham, AL
Ranks #4,670 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$281.5M
Fund GAV
$222.5M
Private funds
7
Employees
3
Accounts
33
Location
Birmingham, AL
Brookline Investments, Inc. assets under management
Brookline Investments, Inc. is a registered investment adviser overseen by the SEC based in Birmingham, AL. The firm has been registered since 1999. It reports $281.5 million in regulatory assets under management and employs 3 people. Brookline Investments, Inc. manages 7 private funds with combined gross assets of $222.5 million, including Brookline SPV, LLC. By regulatory assets, it ranks 4,670 of 6,004 private fund managers.
Brookline Investments, Inc. private funds
7 funds · $222.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Brookline SPV, LLC | Private Equity | $62.5M | — |
| Brookline Value Investment Fund, LLC | Other Private | $58M | $250K |
| Camp One Ventures (fund B), LLC | Venture Capital | $57.8M | $100K |
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Join to unlock · $37/moBrookline Investments, Inc. owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Brookline Investments, Inc. manage?
Brookline Investments, Inc. reports $281.5 million in regulatory assets under management on its Form ADV.
How many private funds does Brookline Investments, Inc. manage?
Brookline Investments, Inc. manages 7 private funds with combined gross assets of $222.5 million.
How many employees does Brookline Investments, Inc. have?
Brookline Investments, Inc. reports 3 employees.
Where is Brookline Investments, Inc. located?
Brookline Investments, Inc. is based in Birmingham, AL and has been SEC-registered since 1999.
Does Brookline Investments, Inc. disclose fund performance?
Brookline Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$281.5M▼ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
AUM vs fund managersTop 78%
Larger than 22% of 6,004 private-fund managers
Number of fundsTop 33%
More funds than 67% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$281.5Mregulatory AUM
Discretionary $274.5MNon-discretionary $6.9M
Fund type mix
Venture Capital4
Private Equity2
Other Private1
Service providers
Auditor
Prime broker
Custodian