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2830 Cahaba Road Suite 100, Birmingham, AL 35223 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-03-15 |
Branch Locations
2830 Cahaba Road Suite 100, Birmingham, AL 35223 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vulcan Value Partners | Birmingham | AL | 06/2017 | 01/2024 |
| Steinberg Asset Management | New York | NY | 06/2016 | 05/2017 |
| Brookline Investments, Inc. | Birmingham | AL | 02/2024 | Present |
| Castle Hill Capital Partners, Inc. | New York | NY | 04/2024 | Present |
(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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-16 |
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