Breakwall Investment Advisor LLC
Firm details
- Headquarters
- Port Washington, New York
- CRD number
- 328990
- Registered since
- December 8, 2023
- Website
- www.breakwallcap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Breakwall Investment Advisor LLC is a limited liability company that operates as an institutional registered investment adviser. The firm is SEC-registered (2023) and targets institutional clients, providing portfolio management for pooled investment vehicles. It routinely sponsors and serves as general partner or managing member of pooled vehicles, and its compensation includes both a percentage-of-assets fee and performance-based fees. Breakwall identifies as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Amy Springs
General Counsel and Chief Compliance OfficerCRD 7337032
Christopher Abbate
Co-CEO, Managing PartnerCRD 2910866
Jamie Brodsky
Managing Partner and Co-Chief Executive OfficerCRD 4874515
Contacts
1 of 1
Daniel Flannery
Managing Partner and PresidentCRD 5350764
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Port Washington, NY
Nassau
Location
Port Washington, NY
Headquartered in Port Washington, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Nassau
- Address
- 921 Port Washington Blvd
- Time zone
- ET (UTC-5)
- Office locations
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