BREAKTHROUGH VENTURE CAPITAL LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CASPER, Wyoming
CRD number
328946

Firm profile

FINTRX

Overview

Breakthrough Venture Capital LLC operates as a small, owner-managed limited liability company focused on venture capital investing rather than broad retail advisory services. The firm’s public filings indicate it manages a single venture capital fund, which points to a primary emphasis on direct equity investments in private companies. Breakthrough does not present itself as a multi-state advisory platform or an active ESG investor, and its structure and activity profile suggest it functions principally as a fund sponsor serving a group of limited partners rather than as a traditional registered investment adviser with retail accounts. The firm’s capital allocation style is consistent with micro‑VC or seed-stage private equity: concentrated, high-conviction equity stakes with an expectation of long holding periods and periodic follow‑on funding. Given the small fund size, Breakthrough is likely focused on early-stage companies where smaller initial checks and active board or operating involvement are common.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Eric Schlidt

    PartnerCRD 7829427

  • Garrett Goostree

    Managing PartnerCRD 7829426

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CASPER, WY

NATRONA

Location

CASPER, WY

Headquartered in CASPER, WY, in the West of the United States.

Region
West
County
NATRONA
Address
139 W 2nd St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth