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CRD 109239
BIRMINGHAM, AL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| JAMES RAINER TWIFORD | n/a | Birmingham, AL | 26 | 33 | n/a | yes |
| JAMES EDWARD ANDREW LOFTIN | Chartered Financial Analyst | BIRMINGHAM, AL | 2 | 10 | 1 | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CAMP ONE VENTURES (FUND B), LLC | Venture Capital Fund | $139M | Jun 21, 2024 | 71 | Sep 24, 2013 | reported | 021-199989 |
| BROOKLINE VALUE INVESTMENT FUND, LLC | Other Private Fund | $51.3M | Jun 21, 2024 | 38 | Mar 30, 2012 | reported | 021-144919 |
| CAMP ONE VENTURES FUND A, LLC | Venture Capital Fund | $37.8M | Jun 21, 2024 | 50 | Apr 2, 2013 | reported | 021-179075 |
| BROOKLINE SPV, LLC | Private Equity Fund | $27.9M | Jun 21, 2024 | 94 | Mar 30, 2020 | reported | 021-342481 |
| CAMP ONE VENTURES FUND D | Venture Capital Fund | $20.8M | Jun 21, 2024 | 18 | Mar 23, 2018 | reported | 021-289818 |
| BROOKLINE SPECIAL SITUATIONS FUND, LLC | Private Equity Fund | $8.2M | Jun 21, 2024 | 24 | Mar 28, 2014 | reported | 021-192931 |
| CAMP ONE VENTURES (FUND C) | Venture Capital Fund | $5.0M | Jun 21, 2024 | 37 | Mar 23, 2016 | reported | 021-199989 |
| CSA BIOTECHNOLOGY FUND I, LLC | Private Equity Fund | $254,781 | Feb 22, 2024 | 66 | Mar 30, 2012 | reported | 021-103494 |
| CSA BIOTECHNOLOGY FUND II, LLC | Private Equity Fund | $237,509 | Feb 22, 2024 | 59 | Mar 30, 2012 | reported | 021-136347 |
| CAHABA PHARMACEUTICALS, LLC | Private Equity Fund | $38,459 | Feb 22, 2024 | 43 | Mar 30, 2012 | reported | 021-129249 |
| CAPITAL STRATEGIES ADVISORS FUND I, LLC | Private Equity Fund | $0 | Sep 3, 2014 | 0 | Mar 30, 2012 | dropped | 021-95402 |
| BROOKLINE POPE ASSET FUND I, LLC | Other Private Fund | $0 | Dec 3, 2018 | 16 | Mar 30, 2012 | dropped | 021-154778 |
| CAPITAL STRATEGIES ADVISORS FUND II, LLC | Private Equity Fund | $0 | Sep 3, 2014 | 0 | Mar 30, 2012 | dropped | 021-131971 |
| BROOKLINE ACH INVESTMENT FUND, LLC | Private Equity Fund | $0 | Sep 14, 2017 | 36 | Mar 30, 2012 | dropped | 021-151558 |
| BROOKLINE TRACON INVESTMENT FUND, LLC | Private Equity Fund | $0 | Mar 23, 2016 | 0 | Mar 30, 2012 | dropped | 021-123671 |
| BROOKLINE ZIOPHARM INVESTMENT FUND II, LLC | Private Equity Fund | $0 | Sep 24, 2013 | 12 | Mar 30, 2012 | dropped | 021-136794 |
| BROOKLINE TRACON INVESTMENT FUND II, LLC | Private Equity Fund | $0 | Mar 23, 2016 | 0 | Mar 30, 2012 | dropped | 021-138753 |
| BROOKLINE CORONADO INVESTMENT FUND, LLC | Private Equity Fund | $0 | Dec 3, 2018 | 38 | Mar 30, 2012 | dropped | 021-140182 |
| BROOKLINE ZIOPHARM INVESTMENT FUND, LLC | Private Equity Fund | $0 | Jan 11, 2013 | 34 | Mar 30, 2012 | dropped | 021-134261 |
| BROOKLINE POPE ASSET FUND II, LLC | Other Private Fund | $0 | Dec 3, 2018 | 8 | Mar 30, 2012 | dropped | 021-130821 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BROOKLINE FINANCIAL PARTNERS, INC. | Owner | E | yes | 01/2009 | Mar 30, 2012 | Jun 21, 2024 |
| TWIFORD, JAMES, RAINER | Owner | E | yes | 01/2009 | Mar 30, 2012 | Jun 21, 2024 |
| TWIFORD, JAMES, RAINER | PRESIDENT, DIRECTOR, CHIEF COMPLIANCE OFFICER | Na | yes | 10/1999 | Mar 30, 2012 | Jun 21, 2024 |
| CAIN, SARAH, ELIZABETH | CHIEF FINANCIAL OFFICER | Na | no | 06/2015 | Aug 5, 2015 | Jun 21, 2024 |
| LOFTIN, JAMES, EDWARD ANDREW | MANAGING DIRECTOR | Na | no | 02/2024 | Mar 22, 2024 | Jun 21, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| J. RAINER TWIFORD | n/a | n/a | n/a | Y | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $281M | $275M | 3 | 2 | 0 | 7 | n/a |
| 2024 | Mar 27, 2025 | $403M | $5.9M | 3 | 2 | 0 | 7 | n/a |
| 2023 | Mar 22, 2024 | $332M | $326M | 3 | 2 | 0 | 7 | $290M |
| 2022 | Mar 24, 2023 | $246M | $241M | 2 | 2 | 0 | 10 | $209M |
| 2021 | Mar 25, 2022 | $259M | $255M | 2 | 2 | 0 | 10 | $218M |
| 2020 | Mar 31, 2021 | $163M | $159M | 2 | 2 | 0 | 10 | $121M |
| 2019 | Mar 30, 2020 | $168M | $164M | 2 | 2 | 0 | 10 | $114M |
| 2018 | Mar 23, 2019 | $138M | $134M | 2 | 2 | 0 | 9 | $77.1M |
| 2017 | Mar 23, 2018 | $134M | $131M | 5 | 3 | 0 | 12 | $67.4M |
| 2016 | Mar 24, 2017 | $132M | $129M | 5 | 3 | n/a | 12 | $61.2M |
| 2015 | Mar 23, 2016 | $121M | $119M | 5 | 3 | n/a | 14 | $57.1M |
| 2014 | Mar 27, 2015 | $137M | $135M | 4 | 2 | n/a | 13 | $60.0M |
| 2013 | Mar 28, 2014 | $134M | $132M | 4 | 2 | n/a | 15 | $51.4M |
| 2012 | Apr 2, 2013 | $121M | $119M | 5 | 2 | n/a | 14 | $39.0M |
| 2011 | Mar 30, 2012 | $124M | $121M | n/a | n/a | n/a | 14 | $39.7M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $281M | $403M | -30.1% | $246M | 4.6% | 3 | 3 | 0 | 0 |