Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Brookline Investments, Inc.

Brookline Investments, Inc.

Private equity with venture activity · probableBirmingham, ALbrooklineinvestments.comSEC registered investment adviser

registered adviser; venture funds are 20% of 7 private funds

Importance
20
moderate
Active deployment
0
low
Emerging
0
low
Completeness
50
elevated
Freshness
100
high
Research priority
5
low
Identity and regulatory footprint
Headquarters
Birmingham, ALadviserinfo.sec.gov
Office address
2830 CAHABA ROAD, SUITE 100, Birmingham, AL, 35223adviserinfo.sec.gov
Business phone
205-263-2332adviserinfo.sec.gov
Website
BROOKLINEINVESTMENTS.COM
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jun 5, 2026
Private funds reported
7 (4 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$223Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$281Mthe adviser's RAUM, a regulatory measure, never a fund size
Employees
3
Owners on Schedule A
Brookline Financial Partners, Inc. (Owner), E
business phone
205-263-2332adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
not stated
Check size
not stated; DFX does not estimate checks from round sizes
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
4 reported
VehicleTypeVintageLifecycleReported GAVOwnersForm D soldLatest Form D
Camp One Ventures Fund DFund2018 adv first reportedHarvest$20.8M
Jun 21, 2024
18$0
of $30.0M
Jul 5, 2017
Camp One Ventures (fund C)Fund2016 adv first reportedHarvest$5.0M
Jun 21, 2024
37unknownunknown
Camp One Ventures (fund B), LLCFund2013 adv first reportedHarvest$139M
Jun 21, 2024
71$0
of $12.0M
Jul 19, 2013
Camp One Ventures, LLCFund2012 form d first saleHarvest$37.8M
Jun 21, 2024
50$1.1M
of $5.0M
May 31, 2012
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
3 current, 5 departed
James Edward Andrew Loftin
Managing Director · since Feb 1, 2024
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
James Rainer Twiford
Owner · since Jan 1, 2009
Partner
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Sarah Elizabeth Cain
Chief Financial Officer · since Jun 1, 2015
Platform and operations
FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
5 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
13 dated events
  1. Feb 22, 2024
    Madding King (Managing Director) no longer on Schedule A of Brookline Investments, Inc.
    Person leftPeopleInferenceMadding KingSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  2. Feb 1, 2024
    James Edward Andrew Loftin joined Schedule A of Brookline Investments, Inc. as Managing Director
    Person joinedPeopleFactJames Edward Andrew LoftinSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  3. Mar 23, 2019
    Laree Payne Kennedy (Chief Compliance Officer) no longer on Schedule A of Brookline Investments, Inc.
    Person leftPeopleInferenceLaree Payne KennedySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  4. Mar 23, 2018
    Camp One Ventures Fund D first reported on Form ADV by Brookline Investments, Inc. (Venture Capital Fund), GAV $3,401,431
    Fund first reported on Form ADVFundsFactCamp One Ventures Fund DSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  5. Mar 23, 2016
    Campone Ventures (fund C) first reported on Form ADV by Brookline Investments, Inc. (Venture Capital Fund), GAV $6,213,750
    Fund first reported on Form ADVFundsFactCamp One Ventures (fund C)SEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  6. Aug 5, 2015
    Alicia H. Mooney (Chief Financial Officer) no longer on Schedule A of Brookline Investments, Inc.
    Person leftPeopleInferenceAlicia H. MooneySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  7. Jun 1, 2015
    Sarah Elizabeth Cain joined Schedule A of Brookline Investments, Inc. as Chief Financial Officer
    Person joinedPeopleFactSarah Elizabeth CainSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  8. Sep 24, 2013
    Hollis Norman Gieger (Owner) no longer on Schedule A of Brookline Investments, Inc.
    Person leftPeopleInferenceHollis Norman GiegerSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  9. Sep 24, 2013
    Camp One Ventures (fund B), LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund)
    Fund first reported on Form ADVFundsFactCamp One Ventures (fund B), LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  10. May 7, 2013
    Darcy Gail Glenn (Compliance Officer) no longer on Schedule A of Brookline Investments, Inc.
    Person leftPeopleInferenceDarcy Gail GlennSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  11. Apr 2, 2013
    Camp One Ventures, LLC first reported on Form ADV by Brookline Investments, Inc. (Private Equity Fund), GAV $4,853,410
    Fund first reported on Form ADVFundsFactCamp One Ventures, LLCSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  12. Jan 1, 2013
    Laree Payne Kennedy joined Schedule A of Brookline Investments, Inc. as Chief Compliance Officer
    Person joinedPeopleFactLaree Payne KennedySEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
  13. Mar 30, 2012
    Brookline Investments, Inc. first filed Form ADV (IA)
    First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 20% of 7 private funds
Evidence
68 observations from 3 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
Why admittedvc_funds_reportedJun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC adviser typeregistered_investment_adviserJun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-30Jun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2026-06-05Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Latest Form ADV filing2024-06-21Jun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
SEC statusApprovedJun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
SEC status effective1999-12-16Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture share of reported funds0Jun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone205-263-2332Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Business phone205-263-2332Jun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Employees3Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Employees3Jun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersBirmingham, ALJun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
HeadquartersBirmingham, ALJun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address2830 CAHABA ROAD, SUITE 100, Birmingham, AL, 35223Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Office address2830 CAHABA ROAD, SUITE 100, Birmingham, AL, 35223Jun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Legal formCorporationJun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Other funds reported1Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
PE funds reported2Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported7Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private funds reported7Jun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$223MJun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Private fund gross assets (reported)$290MJun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$281MJun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Regulatory AUM (adviser, not fund size)$332MJun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture funds reported4Jun 5, 2026FactSEC Form ADV monthly roster (registered + exempt reporting advisers)
Venture funds reported4Jun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteBROOKLINEINVESTMENTS.COM
“re-picked from Schedule D 1.I by name”
Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteBROOKLINEINVESTMENTS.COMJun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTPS://PLUS.GOOGLE.COM/+CAMPONEVENTURESJun 21, 2024FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Robotsdisallowed
“robots.txt disallows our user agent”
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Robotsdisallowed
“robots.txt disallows our user agent”
Sep 14, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)