Loading organizations...
Breed's Hill Capital provides independent investment advisory and comprehensive wealth management services. The firm constructs customized financial strategies, covering accumulation, risk management, taxation, business, retirement, and estate planning. It employs a client-centered, goals-based approach, leveraging an affiliation with Commonwealth Financial Network for extensive financial resources.
John J. Edwards founded Breed’s Hill Capital in June 2004, based on the insight that affluent clients require highly individualized wealth management for complex financial landscapes. Key leaders Kirk Tassell and Dan Novotny later contributed their expertise, solidifying the firm’s foundation in bespoke solutions and client-centric strategies.
Breed's Hill Capital serves ultra-high-net-worth individuals and families seeking comprehensive financial stewardship. Its vision focuses on simplifying complex planning through tailored advice, empowering clients toward financial independence and long-term security. The firm strives to be a trusted partner in managing generational wealth, adapting strategies to meet evolving client objectives.
Breed's Hill Capital has 1 tracked investment across 1 company. The latest tracked deal is $250.0M Series B in SmartLabs in September 2021.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Sep 20, 2021 | SmartLabs | $250.0M Series B | ArrowMark Partners | Conversion Venture Capital, Falcon Investment Advisors, Winslow Capital |