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Private equityFirmbuyoutlower middle market

Brookline Investments, Inc.

Private Equity

Birmingham, AL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:4aeb677d-0a0e-4a3c-9110-ba298ad7aa3f

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 40
On other graphs: 3
Observed: Sep 13, 2026 to Sep 17, 2026
25 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Venture Capitalidentity

Brookline Investments, Inc.

Venture manager · shared crd

Independent Sponsorsidentity

Brookline Investments, Inc.

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

BROOKLINE INVESTMENTS, INC.

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 18
PE funds: 13
Vintages: 2013 to 2020
PE GAV, 2024 filing: $36.6Mgross asset value on Form ADV; never dry powder
Regulatory AUM: $332M
Investments: 0
Active investments: 0
Size band: LOWER MIDDLE MARKETderivedproxy: $0.04bn Private Equity Fund GAV on the Form ADV filed 2024-06-21
Latest ADV filing: Jun 21, 2024
Employees (ADV): 3
Website: brooklineinvestments.com

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Brookline Spv, LLC	2020	Active deployment	Private Equity Fund	n/a	$27.9M
Brookline Special Situations Fund, LLC	2014	Unknown	Private Equity Fund	n/a	$8.2M
Camp One Ventures, LLC	2013	Mature	Venture Capital Fund	n/a	$37.8M
Camp One Ventures (fund B), LLC	2013	Unknown	Venture Capital Fund	n/a	$139M
Brookline Tracon Investment Fund II, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Brookline Tracon Investment Fund, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Brookline Coronado Investment Fund, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Brookline Pope Asset Fund II, LLC	n/a	Wound down	Other Private Fund	n/a	$0
Capital Strategies Advisors Fund I, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Brookline Value Investment Fund, LLC	n/a	Unknown	Other Private Fund	n/a	$51.3M
Brookline Ach Investment Fund, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Cahaba Pharmaceuticals, LLC	n/a	Wound down	Private Equity Fund	n/a	$38,459
Brookline Pope Asset Fund I, LLC	n/a	Wound down	Other Private Fund	n/a	$0
CSA Biotechnology Fund II, LLC	n/a	Wound down	Private Equity Fund	n/a	$237,509
Brookline Ziopharm Investment Fund II, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
Brookline Ziopharm Investment Fund, LLC	n/a	Wound down	Private Equity Fund	n/a	$0
CSA Biotechnology Fund I, LLC	n/a	Wound down	Private Equity Fund	n/a	$254,781
Capital Strategies Advisors Fund II, LLC	n/a	Wound down	Private Equity Fund	n/a	$0

Relationships

Employs (8)

→ James Rainer TwifordPersonOwner
Jan 1, 2009 to presentfactForm ADV
→ James Edward Andrew LoftinPersonManaging Director
Feb 1, 2024 to presentfactForm ADV
→ Sarah Elizabeth CainPersonChief Financial Officer
Jun 1, 2015 to presentfactForm ADV
→ Madding KingPersonManaging Director
Feb 1, 2007 to Feb 22, 2024inferenceForm ADV
→ Laree Payne KennedyPersonChief Compliance Officer
Jan 1, 2013 to Mar 23, 2019inferenceForm ADV
→ Alicia H. MooneyPersonChief Financial Officer
Sep 1, 2010 to Aug 5, 2015inferenceForm ADV
→ Hollis Norman GiegerPersonOwner
Jan 1, 2009 to Sep 24, 2013inferenceForm ADV
→ Darcy Gail GlennPersonCompliance Officer
Jan 1, 2013 to May 7, 2013inferenceForm ADV

Manages (18)

→ Brookline Spv, LLCFundPrivate Equity Fund
Mar 30, 2020 to presentfactForm ADV
→ Cahaba Pharmaceuticals, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Brookline Ziopharm Investment Fund, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Camp One Ventures, LLCFundPrivate Equity Fund
Apr 2, 2013 to presentfactForm ADV
→ Camp One Ventures (fund B), LLCFundPrivate Equity Fund
Sep 24, 2013 to presentfactForm ADV
→ Brookline Special Situations Fund, LLCFundPrivate Equity Fund
Mar 28, 2014 to presentfactForm ADV
→ Brookline Pope Asset Fund II, LLCFundOther Private Fund
Mar 30, 2012 to presentfactForm ADV
→ Capital Strategies Advisors Fund I, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Capital Strategies Advisors Fund II, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ CSA Biotechnology Fund I, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ CSA Biotechnology Fund II, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Brookline Tracon Investment Fund, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Brookline Tracon Investment Fund II, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Brookline Ziopharm Investment Fund II, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Brookline Coronado Investment Fund, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Brookline Ach Investment Fund, LLCFundPrivate Equity Fund
Mar 30, 2012 to presentfactForm ADV
→ Brookline Value Investment Fund, LLCFundOther Private Fund
Mar 30, 2012 to presentfactForm ADV
→ Brookline Pope Asset Fund I, LLCFundOther Private Fund
Mar 30, 2012 to presentfactForm ADV

Owns (1)

← Brookline Financial Partners, Inc.FirmOwner
Jan 1, 2009 to presentfactForm ADV

Dated events

31 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 22, 2024
Person left
Madding King (Managing Director) no longer on Schedule A of Brookline Investments, Inc.
Form ADVobserved 5 days ago
Occurred
Feb 1, 2024
Person joined
James Edward Andrew Loftin joined Schedule A of Brookline Investments, Inc. as Managing Director
Form ADVobserved 5 days ago
Occurred
Mar 23, 2019
Person left
Laree Payne Kennedy (Chief Compliance Officer) no longer on Schedule A of Brookline Investments, Inc.
Form ADVobserved 5 days ago
Occurred
Aug 5, 2015
Person left
Alicia H. Mooney (Chief Financial Officer) no longer on Schedule A of Brookline Investments, Inc.
Form ADVobserved 5 days ago
Occurred
Jun 1, 2015
Person joined
Sarah Elizabeth Cain joined Schedule A of Brookline Investments, Inc. as Chief Financial Officer
Form ADVobserved 5 days ago
Occurred
Sep 24, 2013
Person left
Hollis Norman Gieger (Owner) no longer on Schedule A of Brookline Investments, Inc.
Form ADVobserved 5 days ago
Occurred
May 7, 2013
Person left
Darcy Gail Glenn (Compliance Officer) no longer on Schedule A of Brookline Investments, Inc.
Form ADVobserved 5 days ago
Occurred
Jan 1, 2013
Person joined
Laree Payne Kennedy joined Schedule A of Brookline Investments, Inc. as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Mar 30, 2012
Adviser first adv filing
Brookline Investments, Inc. first filed Form ADV in the extract (IA)
Form ADVobserved 5 days ago

Show 31 bookkeeping events

Occurred
Mar 22, 2024
Fund 805-6800314319 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 22, 2024
Fund 805-5749531683 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 22, 2024
Fund 805-6313334467 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 30, 2020
Brookline Spv, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $10,283,316
Occurred
Mar 23, 2019
Fund 805-1521841654 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 23, 2019
Fund 805-9863015673 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 23, 2019
Fund 805-7831437449 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 23, 2018
Fund 805-3012550278 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 24, 2017
Fund 805-6081310373 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 24, 2017
Fund 805-4811565380 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 27, 2015
Fund 805-2886147501 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 27, 2015
Fund 805-1030699441 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 28, 2014
Brookline Special Situations Fund, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $5,320,675
Occurred
Mar 28, 2014
Fund 805-5465978523 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Sep 24, 2013
Camp One Ventures (fund B), LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund)
Occurred
Apr 2, 2013
Camp One Ventures, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $4,853,410
Occurred
Apr 2, 2013
Fund 805-8678196420 no longer reported on Form ADV by Brookline Investments, Inc.
Occurred
Mar 30, 2012
Brookline Value Investment Fund, LLC first reported on Form ADV by Brookline Investments, Inc. (Other Private Fund), GAV $10,901,863
Occurred
Mar 30, 2012
Brookline Ach Investment Fund, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $2,682,365
Occurred
Mar 30, 2012
Brookline Coronado Investment Fund, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $3,008,453
Occurred
Mar 30, 2012
Brookline Ziopharm Investment Fund II, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $314,999
Occurred
Mar 30, 2012
Brookline Tracon Investment Fund II, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $3,217,663
Occurred
Mar 30, 2012
Brookline Pope Asset Fund II, LLC first reported on Form ADV by Brookline Investments, Inc. (Other Private Fund), GAV $2,564,506
Occurred
Mar 30, 2012
Brookline Tracon Investment Fund, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $2,682,365
Occurred
Mar 30, 2012
CSA Biotechnology Fund II, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $6,347,211
Occurred
Mar 30, 2012
CSA Biotechnology Fund I, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $1,517,980
Occurred
Mar 30, 2012
Capital Strategies Advisors Fund II, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $38,768
Occurred
Mar 30, 2012
Capital Strategies Advisors Fund I, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund)
Occurred
Mar 30, 2012
Brookline Ziopharm Investment Fund, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund)
Occurred
Mar 30, 2012
Cahaba Pharmaceuticals, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund)
Occurred
Mar 30, 2012
Brookline Pope Asset Fund I, LLC first reported on Form ADV by Brookline Investments, Inc. (Other Private Fund), GAV $6,389,703

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): James Rainer Twiford (Owner), James Edward Andrew Loftin (Managing Director), Sarah Elizabeth Cain (Chief Financial Officer).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:4aeb677d-0a0e-4a3c-9110-ba298ad7aa3f
First observed: Sep 13, 2026
Last observed: Sep 17, 2026 34 h ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Brookline Investments, Inc.

Private Equity

Birmingham, AL

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:4aeb677d-0a0e-4a3c-9110-ba298ad7aa3f

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 19, 2026, 12:38 AM UTC and rebuilt at most every 15 minutes.