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Case File: Robertson Investment Management Data Breach

This file collects the dated facts on record for the Robertson Investment Management incident. The state report is dated May 30, 2025. The incident itself is dated August 19, 2024.

Timeline

284 days separate the incident date from the date it was reported.

  1. August 19, 2024Incident dateWhen the filing says the breach took place.
  2. May 30, 2025Report filed in IndianaDate the notice was lodged with the Indiana Attorney General.

Case facts

Filing state
Indiana
Date reported
May 30, 2025
Incident date
August 19, 2024
Receiving office
Indiana Attorney General

Case notes

Robertson Investment Management, operating out of Indiana, officially filed notice of a data security incident on May 30, 2025. This breach event, which involved the exposure of certain personal information, was identified to have originated on or around August 19, 2024. The firm submitted its disclosure to regulators as required.

At present, the specific nature of the breach and the types of information involved have not been detailed in the public filings. Robertson Investment Management has stated that the incident is currently under investigation. This ongoing review aims to fully understand the scope and impact of the data exposure.

As the investigation continues, individuals who have been notified by Robertson Investment Management should treat any potential exposure of their personal information seriously. While the exact categories of data compromised are not specified, the general term 'personal information' typically encompasses data that can identify an individual.

It is advisable for anyone potentially affected to take proactive steps to safeguard their digital identity. This includes carefully reviewing all financial statements and credit reports for any unauthorized transactions or suspicious activity. Promptly report anything unusual to your financial institutions and the credit bureaus.

Additionally, be wary of unsolicited communications, especially those requesting personal details or claiming to be from Robertson Investment Management. Scammers often leverage news of data breaches to trick individuals into revealing more information. Always verify the legitimacy of such requests directly with the company using official contact channels, not through links in emails or texts.

Questions about this case file

Where does the Robertson Investment Management case file come from?
Every entry is taken from the breach report Robertson Investment Management lodged with the Indiana Attorney General. Nothing here is estimated.
Why do the incident date and the report date differ?
Companies usually investigate before they report. The gap between the two dates shows how long that took.
What does the records-affected figure count?
It is the number the company gave the state. It can cover residents of that state only, so the national total may be higher.
Does this case file change over time?
Yes. When a company files an update or a new state publishes its copy of the report, the dates and counts here are refreshed.

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Filing source: Indiana Attorney General