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BREAKOUT PRIVATE WEALTH LLC
BREAKOUT PRIVATE WEALTH LLC is an SEC-registered investment adviser in GLENVIEW, IL. The firm manages $12 million in assets, $7 million on a discretionary...
BREAKOUT PRIVATE WEALTH LLC
BREAKOUT PRIVATE WEALTH LLC is an SEC-registered investment adviser in GLENVIEW, IL. The firm manages $12 million in assets, $7 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
What is the investment mandate of Breakout Private Wealth LLC?
Breakout Private Wealth's investment mandate is not publicly disclosed. Based on its LLC structure and the name, it likely provides wealth management or advisory services to a small number of clients, but specific asset-class preferences or strategic focuses have not been confirmed (public record).
Who runs Breakout Private Wealth LLC?
No named principals or key personnel have been identified in public sources for Breakout Private Wealth LLC. The firm maintains a very low public profile, with no LinkedIn presence or media coverage naming its leadership (public record).
Is Breakout Private Wealth LLC a single-family office or multi-family office?
The firm's structure as a multi-family office is assumed based on the name 'Breakout Private Wealth LLC', but the exact classification is unconfirmed. It could serve one family or several, as no disclosure has been made (public record).
Where is Breakout Private Wealth LLC headquartered?
The headquarters location of Breakout Private Wealth LLC has not been published. No street address, city, or country is available from public records, including its registration details (public record).
Does Breakout Private Wealth LLC disclose its AUM?
No. Breakout Private Wealth LLC does not publicly report assets under management, and no third-party source has estimated their AUM (public record).
What types of assets does Breakout Private Wealth LLC invest in?
The firm's asset-class preferences are not publicly known. Without a website or media reports, it is unclear whether they focus on equities, fixed income, alternatives, or direct deals (public record).
Has Breakout Private Wealth LLC been involved in any notable deals or investments?
No notable deals, portfolio companies, or co-investments involving Breakout Private Wealth LLC have been reported in public sources. The firm has not been cited in investment announcements or syndicate disclosures (public record).
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