Robertson Investment Management Data Breach

Notification Issued

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Breach Summary

Robertson Investment Management is a financial institution that provides wealth management and investment advisory services to its clients. As part of its standard business operations, the firm collects and maintains sensitive personal and financial data, including investment account details, tax documentation, and government-issued identification numbers. In 2025, the company officially reported a data security incident to the Indiana Attorney General, confirming that unauthorized access to its internal systems occurred. If you received a data breach notification letter from Robertson Investment Management, it indicates that your personal information was stored within the affected environment. This notice is intended to inform you of the incident and provide guidance on the steps you should take to protect your financial identity and monitor your accounts for suspicious activity.

Case Status

Notification Issued

Breach Discovered

2024-08-19

Notifications Sent

2025-05-30

States Reported To

1 state

Data Types Exposed

8 categories

Data Types Exposed in This Breach

Social Security NumberView all →
Date of BirthView all →
Financial Account InformationView all →
Routing NumberView all →
Tax Identification NumberView all →
Mailing AddressView all →
Investment Portfolio DetailsView all →

States Where Victims Were Notified

⏳ Time-Limited: Statute of Limitations Applies

Data breach lawsuits are typically subject to a 1–3 year statute of limitations from the date you were notified. Once that window closes, your right to compensation is permanently forfeited — regardless of the harm you suffered. If you received a notification letter from Robertson Investment Management, acting now preserves your legal options.

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Frequently Asked Questions About the Robertson Investment Management Data Breach

Was I affected by the Robertson Investment Management data breach?

If you received a data breach notification letter from Robertson Investment Management, your personal information was compromised. The breach affected people across 1 state and exposed data including Name, Social Security Number, Date of Birth.

Can I sue Robertson Investment Management for the data breach?

Yes. If you were notified of the Robertson Investment Management data breach, you may qualify for compensation through a class action lawsuit. Victims can potentially recover damages for identity theft risk, credit monitoring costs, and the loss of personal privacy. A free, confidential case review is available — no fee unless you win.

What is the deadline to file a Robertson Investment Management data breach claim?

Data breach claims typically have a statute of limitations of 1–3 years from the date you were notified. Missing this deadline permanently forfeits your right to compensation. Contact an attorney as soon as possible to protect your legal rights.

What compensation can I receive from a Robertson Investment Management data breach settlement?

Settlement amounts vary by case. Victims of data breaches have received compensation for out-of-pocket losses (fraudulent charges, credit monitoring, identity restoration costs), time spent dealing with the breach, and general damages for exposure of sensitive personal information such as Name, Social Security Number, Date of Birth.

Official Sources & Filings

Related Resource

Did You Receive a Robertson Investment Management Notification Letter?

Step-by-step guide: what the letter means, what to do next, and how to claim compensation.

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Law Office of David S. Harris

Concerned about the Robertson Investment Management breach?

Request a confidential review — no cost or obligation.

Class action deadlines are time-sensitive — an attorney will call you within the hour.

An attorney will call you directly

No fee unless we win · Attorney-client privilege protected

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