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Capital Financial Boise
Capital Financial Boise, Inc. is a state-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and...
Overview
Capital Financial Boise, Inc. is a state-registered investment adviser. The firm manages approximately $4 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1984
Location
Region
North America
Country
United States
City
Boise
Corporate office
Boise, ID, United States
Principals
John R. Breckenridge
President & CEO
Michael D. Breckenridge
Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Capital Financial Boise?
John R. Breckenridge, President & CEO, oversees the firm. Michael D. Breckenridge serves as Chief Investment Officer, managing portfolio construction and direct deal underwriting. Both are members of the founding family (public record).
Does Capital Financial Boise participate in fund commitments or only direct deals?
The firm primarily targets direct placements and co-investments across private credit, real estate, and infrastructure. It structures client allocations as individually managed accounts rather than commingled fund vehicles (public record).
What investment stages does Capital Financial Boise typically target?
The firm favors private credit and real asset investments in the middle-market stage. It acts as a direct lender or equity investor in operating businesses and real estate transactions, not early-stage venture capital (public record).
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