Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

December 01, 2015 6:10 PM ET

Capital Markets

Company Overview of Brookwood Financial Partners, LLC

Company Overview

Brookwood Financial Partners, LLC is a private equity, real estate and asset management company specializing in investments in private companies and commercial real estate acquisitions with a focus on value-add office, suburban office and industrial properties. It specializes in acquiring and managing commercial real estate and corporate securities on behalf of a select group of institutional and high net worth investors, family offices and trusts. The firm invests across all sectors. It prefers to invest in the United States. It invests between $2 million and $10 million. The firm invests in the form of preferred equity or convertible debt and seeks to co-invest in its transactions. It pref...

72 Cherry Hill Drive

Beverly, MA 01915

United States

Founded in 1993





Key Executives for Brookwood Financial Partners, LLC

Founding Partner, Founder, Chief Executive Officer, and Chairman
Age: 55
President, Director of Real Estate Acquisitions, Member of Investment Committee, and Member of Executive Management Committee
Managing Director and Director of Finance
Partner and Chief Operating Officer
Age: 52
Partner, Managing Director and Chief Technology Officer
Compensation as of Fiscal Year 2015.

Brookwood Financial Partners, LLC Key Developments

Brookwood Financial Partners, LLC Appoints Richard Winter as Senior Vice President and Director of Human Resources for Brookwood and all of its Affiliated Companies

Brookwood Financial Partners, LLC announced that Richard Winter has joined the firm as Senior Vice President and Director of Human Resources for Brookwood and all of its affiliated companies. Mr. Winter will direct Brookwood's Human Resources department, and will be responsible for administering and integrating the firm's employee benefit plans, ensuring compliance with state and federal regulations, helping recruit, train and develop staff and supporting the strategic business initiatives of the firm. Prior to joining Brookwood, Mr. Winter was a Regional Human Resources Manager for Aggregate Industries Inc., where he had oversight of all human resources related activities including the management of 38 separate union contracts and overseeing four human resources generalists.

Brookwood Financial Partners, LLC Acquires 29-Building Office Portfolio in Suburban Philadelphia

Brookwood Financial Partners, LLC announced that it has acquired a 29-building portfolio of Class A and Class B office buildings in suburban Philadelphia. With this acquisition, Brookwood now owns and manages 110 buildings throughout the United States consisting of over 8.5 million square feet in 10 states with a current value in excess of $1.2 billion. The Portfolio, which includes 23 office buildings and six office/flex buildings that range in size from 17,750 square feet to 132,385 square feet, contains a total of 1,611,961 square feet and consists of the following four sub-portfolios: Bucks County Sub-Portfolio, which consists of three Class B office buildings totaling 167,280 square feet with an occupancy of 80.6% located in Bensalem, PA; Fort Washington Sub-Portfolio, which consists of six Class A and B office buildings totaling 457,913 square feet with an occupancy of 88.3% located in Fort Washington, PA; Horsham Sub-Portfolio, which consists of nine Class A and B office buildings totaling 318,137 square feet with an occupancy of 84.6% located in Horsham, PA; and Lehigh Valley Sub-Portfolio, which consists of eleven Class A and B buildings totaling 668,631 square feet with an occupancy of 85.2% located in Allentown, PA.

Jodi L Carito Joins Brookwood Financial Partners as Vice President and Portfolio Account at its Beverly Headquarters

Brookwood Financial Partners, LLC announced that Jodi L. Carito has joined the firm as a Vice President and Portfolio Account at its Beverly headquarters. Ms. Carito will be responsible for the general accounting, financial reporting, budgeting and financial analysis for 13 buildings, which are located in both New England and California, and total over 950,000 square feet of space. Most recently, Ms. Carito was a Property Accountant for Boston Properties, a real estate investment trust (REIT) that owns, manages and develops office properties in the United States, where she performed general ledger analysis and account reconciliation for Class A office properties in Boston and New York City. Previously, Ms. Carito was a Development Accountant for Boston Properties where she worked with senior management to develop systems to monitor, track and update costs associated with all of the firm's development projects.

Similar Private Companies By Industry

Company Name Region
HGH Associates LLC, Financial Advisory Arm United States
HNB Partners LLC United States
Monarch Investments, LLC United States
Belus Capital Advisors United States
Mid-Mark Advisors, Inc. United States

Recent Private Companies Transactions

August 13, 2015
29-Building Office Portfolio in Suburban Philadelphia
July 2, 2015
Carlsbad Pacific Center and Plaza I & II
June 26, 2015
Carlsbad Executive Plaza

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Brookwood Financial Partners, LLC, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at