Breakaway Independent Advisors, LLC

Breakaway Independent Advisors does not publicly identify its CIO or investment committee members. The firm's decision-making structure remains undisclosed, which is common for private RIAs. Prospective clients likely learn of key personnel through direct engagement or by reviewing the firm's SEC Form ADV.

The firm has not publicly detailed its sourcing methodology. As a multi-family office RIA, it likely relies on custodial platforms, third-party manager relationships, and internal research. Co-investment opportunities may be offered to select clients, but no confirmable examples exist in public records.

Breakaway Independent Advisors is structured as a multi-family office RIA, not a single-family office. This means it serves multiple unrelated families and individuals. The structure allows it to offer fiduciary planning akin to a wealth manager while retaining the personalized service focus of a family office.

The firm's public disclosures do not specify whether it makes fund commitments, direct investments, or both. As an RIA serving multiple clients, it likely offers a mix of pooled fund access and individually managed accounts. No named fund or direct deal activity has been published.

Breakaway Independent Advisors has not publicly communicated its preferred investment stages. Given its RIA profile, the firm likely focuses on liquid public markets and long-duration alternative strategies. Without disclosure, stage preference remains speculative.

The firm has not published any sector restrictions or exclusionary screens. Avoidance lists, if any, would be client-specific. No negative screens have been identified in public filings or communications.

The connection between Breakaway Independent Advisors and any founding family or principal is not publicly documented. The firm's ownership structure is not disclosed in available sources. There is no known link to a specific wealthy family or corporate parent.