Robertson Investment Management Data Breach Investigation

Shamis & Gentile P.A., one of the nation's premier class action law firms specializing in data breach cases, is investigating the Robertson Investment Management data breach.
If you were affected by the data breach, your sensitive personally identifiable information may have been exposed, and you may be eligible for compensation.
About Robertson Investment Management
Robertson Investment Management is a global investment advisory firm established in 1976. The company offers discretionary and non-discretionary investment management services, tailoring solutions for families, foundations, and institutional investors.
Headquartered in Houston, Texas, Robertson Investment Management is registered as an investment advisor and manages investments across all major asset classes, including public markets.
What Happened?
On June 2, 2025, Robertson Investment Management disclosed a data breach to the Texas Attorney General’s office, impacting 2,215 Texans.
Exposed Information:
- Name
- Social Security Number
- Driver’s License number
- Financial Information (account number, credit or debit card number)
- Medical Information
If you received a notification from Robertson Investment Management, your sensitive data could be at risk.
Your Rights and Next Steps
If you receive a data breach notice from Robertson Investment Management, you have rights under state and federal law and may be entitled to take legal action.
- Identity Protection Services: Sign up for any free identity protection services Robertson Investment Management may offer.
- Monitor your accounts carefully: Check your financial statements regularly for suspicious activity or unauthorized transactions. If you notice anything unusual, contact your financial institution immediately.
- Fraud alert and free credit reports: A fraud alert informs creditors to take extra steps to verify your identity before opening new accounts in your name. Consumers are also entitled to one free credit report annually from each credit bureau. You can request a fraud alert or a credit report by contacting any one of the three major credit bureaus.
- Seek legal help: Lawyers are ready to help you understand your rights and pursue compensation.
You May Be Entitled to Compensation
If your information was compromised in the Robertson Investment Management data breach, you may be eligible to join a class action lawsuit and seek compensation. Lawyers are ready to help you understand your options and can guide you through the process of holding companies accountable for failing to protect your data.
To get started, complete the form below to find out if you qualify.