James Edward Andrew Loftin

Employer firm

Brookline Investments, Inc. CRD 109239

$281M regulatory AUM 33 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2017 → 01/2024
  Vulcan Value Partners
  Birmingham, AL
• 06/2016 → 05/2017
  Steinberg Asset Management
  New York, NY
• 02/2024 → Present
  Brookline Investments, Inc.
  Birmingham, AL
• 04/2024 → Present
  Castle Hill Capital Partners, Inc.
  New York, NY

Previous Registrations

• 2022-03-17 → 2024-01-19
  Vulcan Value Partners Llc
  Birmingham, AL

Other Businesses

(1) Kings Mountain Real Estate Group, LLC; Non-Investment-related; Managing Member (commercial real estate-related). (2) Castle Hill Capital Partners, Inc.; Investment-related; Registered Representative. (3) Member of Brookline SPV Series G Manager, LLC (Manager of Brookline SPV, LLC – Series G); Investment-related; Investment Advisor to the Fund. (4) Member of Brookline SPV Series H Manager, LLC (Manager of Brookline SPV, LLC – Series H); Investment-related; Investment Advisor to the Fund. (5) Member of Brookline SPV Series I Manager, LLC (Manager of Brookline SPV, LLC – Series I); Investment-related; Investment Advisor to the Fund. (6) Collaborate Health, Inc.; Start Date: March 2026; Address: Birmingham, AL; Title & Duties: Board Member; Hours Per Month: 5. (7) Member of Brookline SPV Series J Manager, LLC (Manager of Brookline SPV, LLC – Series J); Investment-related; Investment Advisor to the Fund.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-16

Designations

• Chartered Financial Analyst

Other Names

• Andrew Loftin
• James Edward Andrew Loftin
• James Edwardandrew Loftin