FI  RJB Investments

     Office Locations:

3 Canal Plaza
Portland, ME 04101
Phone: 937-305-5072



  • Early



  • Information Technology
  • Software & Internet



    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.

    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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Richard Berthy Founder


    Portfolio companies include:



    Recent News:

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