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BREAKTHROUGH PROPERTIES

Legal name: BREAKTHROUGH SERVICES, L.L.C.

CRD 309668File 801-119412
APPROVED
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.69B
Top 25% of cohort (national)
Discretionary AUM
$2.69B
Clients
12
12 accounts
Employees
94
Top 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Sep 4, 2020
Principal office
10100 SANTA MONICA BLVD, FLOOR 15, LOS ANGELES, CA, 90067
Phone
213-290-3996

Assets & accounts

ADV Item 5F
Total regulatory AUM
$2.69B
Discretionary AUM
$2.69B
Non-discretionary AUM
$0
Discretionary accounts
12
Non-discretionary accounts
0
Total accounts
12
AUM per client
$224.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles12$2.69B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Other
  • Other (described)PROPERTY MGT, LEASING, AND DEVELOPMENT FEES
  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.