|
⚲
|
| Brookline Investments Inc
✚
|
|
|---|---|
| CRD # | 109239 |
| SEC # | 801-57057 |
| CIK # | |
| AUM | $281.5 M (2026-06-05) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 205-263-2332 |
| Address | 2830 Cahaba Road Birmingham, AL 35223 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Brookline SPV LLC | [2020-03-30] | 0.2 | 62.5 |
| VC | Camp One Ventures Fund D | [2018-03-23] | 0.0 | 25.1 |
| VC | Camp One Ventures Fund C | [2016-03-23] | 0.0 | 3.6 |
| PE | Brookline Special Situations Fund LLC | [2014-03-28] | 1.7 | 6.2 |
| VC | Camp One Ventures Fund B LLC | [2013-09-24] | 0.0 | 57.8 |
| VC | Camp One Ventures Fund A LLC | [2013-04-02] | 1.1 | 9.4 |
| PE | Brookline ACH Investment Fund LLC | [2012-03-30] | 0.0 | 0.0 |
| PE | Brookline Coronado Investment Fund LLC | [2012-03-30] | 0.2 | 0.0 |
| Other | Brookline Pope Asset Fund II LLC | [2012-03-30] | 1.0 | 0.0 |
| Other | Brookline Pope Asset Fund I LLC | [2012-03-30] | 0.0 | 0.0 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 20 | 47.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 222.5 |
| (g) Pension and profit sharing plans | 3 | 7.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.2 |
| (n) Other | 0 | 0.0 |
| Total | 33 | 281.5 |
| By Discretionary | ||
| Discretionary | 32 | 274.5 |
| Non-Discretionary | 1 | 6.9 |
| Total | 33 | 281.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 281.5 | |
| Total | 33 | 281.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Thomas Brown | 83 | 3 | ||
| Madding King III | 35 | 2 | ||
| J Twiford | 34 | 2 | ||
| Robert Claassen | 7 | 2 | ||
| Andrew Aromando | 5 | 2 | ||
| William Testa | 5 | 2 | ||
| Madding King | 4 | 2 | ||
| James Cantrell Jr Md | 4 | 2 | ||
| Jimmie Harvey Jr Md | 4 | 2 | ||
| Hollis Gieger | 3 | 2 | ||
| View All | ||||
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Adalta Capital Management LLC
✚
|
NY | 0.3 |
|
Blue Diamond Capital Investment Advisors LLC
✚
|
UT | 0.3 |
|
Pearson Creek Capital Management LLC
✚
|
IL | 0.3 |
|
Cypress Wealth Management LLC
✚
|
IL | 0.3 |
|
Beatrice Advisors LP
✚
|
NY | 0.3 |
|
Kubhera Enterprises LLC
✚
|
NJ | 0.3 |
|
Chapel Bridge Wealth Advisors LLC
✚
|
PR | 0.3 |
|
Athos Private Wealth LLC
✚
|
UT | 0.3 |
|
AG Dillon Asset Management LP
✚
|
NY | 0.3 |
|
Tritonpoint Capital LLC
✚
|
MD | 0.3 |