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Office Locations:
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3 Canal Plaza
Portland, ME 04101
Phone: 937-305-5072
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Information Technology
Software & Internet
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RJB Investments is the private investment vehicle for Richard Berthy. Mr. Berthy has been the CEO of Foreside Financial Services since its inception in 2005. During Mr. Berthy's tenure at Foreside, the firm has amassed over 350 customers across 35 service offerings and currently has over 1 Trillion Dollars in assets under distribution. Mr. Berthy holds FINRA Series 7, 24, 63, 79 and 99 registrations. Lovell Minnick Partners LLC, a private-equity firm based in Pennsylvania, agreed (2017) to purchase a majority stake in Foreside.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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| COMPANY STAGE | REVENUE |
| Venture Capital | |
Seed Stage
(includes "pre-seed," or
concept stage) | No Revenue |
| Early Stage | Minimal
Revenue |
Growth Stage
(also called Mid-stage) | $2M-$7M |
Expansion Stage
(also called Late-stage) | $7M and greater |
| Private Equity | |
| Lower Middle Market | $10M-$249M |
| Middle Market | $250M-$499M |
| Upper Middle Market | $500M-$1B |
| Large Cap | >$1B |
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