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RIA · CRD 121540State-Registered Investment Adviser

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Breakforth Investment Management

Breakforth Investment Management, Inc. is a state-registered investment adviser with approximately $18 million in regulatory assets under management.

Overview

Breakforth Investment Management, Inc. is a state-registered investment adviser with approximately $18 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

RIA

Location

City

Valencia

Frequently asked questions

Who runs investment decisions at Breakforth Investment Management?

No named principals or investment professionals are publicly associated with Breakforth Investment Management. The firm's registration as a corporation does not list officers or directors in accessible records.

How does Breakforth source deal flow?

Given the firm's complete lack of public visibility, its deal-sourcing model is unknown. No media reports or industry mentions describe its investment approach.

What investment stages does Breakforth typically target?

No information is available on stage preferences. The firm has not disclosed any investments in early-stage or growth companies.

Which sectors does Breakforth explicitly avoid?

Without any public investment history, sector restrictions cannot be determined. The firm provides no guidance on exclusions.

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