# Breakforth Investment Management Breakforth Investment Management is a RIA based in Valencia. ## Overview - **Organization type:** RIA - **Headquarters:** Valencia - **Assets under management:** Undisclosed - **Website:** breakforth.biz ## Regulatory record - **CRD number:** 121540 - **Registration status:** Registered - **Latest Form ADV filing:** 2026-03-31T00:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121540 ## About 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. ## 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. ## Related profiles - [Advanced Financial Solutions Inc.](https://altss.com/profile/advanced-financial-solutions-inc) - [DSC Financial Advisors](https://altss.com/profile/dsc-financial-advisors-ltd) --- Last updated: 2026-07-11T02:13:44.000Z Canonical page: https://altss.com/profile/breakforth-investment-management-inc Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology