Multi-Family OfficeRIA · CRD 174089

Updated:

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 1...

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 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

Private CreditReal EstateInfrastructureWealth Management

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).

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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