BREAKTHROUGH ENERGY VENTURES

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
325541
Registered since
July 27, 2023

Firm profile

FINTRX

Overview

Breakthrough Energy Ventures operates as a limited partnership that serves as general partner, sponsor and managing member of pooled investment vehicles. The firm’s registered activity centers on advising and sponsoring venture capital funds rather than providing retail advisory services or running separate account platforms. SEC registration activity is recent (registered in 2023), and regulatory classifications on the record identify the adviser as an unclassified entity; it is not listed as a capital allocator and is not characterized as an active ESG investor on the filing. The organization’s business model is fund-centric: it structures and manages pooled venture capital vehicles, sources private-company opportunities, and sits on the GP side of fund relationships rather than maintaining ongoing advisor-client relationships with individual retail accounts. That placement drives its investment posture toward deploying committed fund capital via equity investments in private companies and related venture structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • ERIC TOONE

    Chief Technology OfficerCRD 7717605

Contacts

3 of 3
  • RODRIGO GUIDERO

    Executive DirectorCRD 4050994

  • KARL WHITE

    PartnerCRD 4807148

  • CARMICHAEL ROBERTS

    Co-Founder & Managing PartnerCRD 6432911

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BOSTON, MA

SUFFOLK

Location

BOSTON, MA

Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
SUFFOLK
Address
250 Summer St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth