BREACHER CAPITAL ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$7.5M
Discretionary
$7.5M
100% of AUM
Avg account
$2.5M
Accounts
3
Employees
3
Advisory reps
2

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
307943
Registered since
June 17, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Investment Companies66.67%
  • Pooled Investment Vehicles33.33%
Services
Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Breacher Capital Advisors, LLC is a small, SEC-registered investment adviser organized as an LLC and listed as a hedge fund manager. The firm presents itself primarily as a CPO/CTA and sponsor/manager of pooled vehicles, providing portfolio management for individuals and small businesses, investment companies and pooled investment vehicles. Its client base skews institutional, and its compensation model combines a percentage-of-AUM fee with performance-based fees typical of hedge fund structures. Investment activity centers on running and sponsoring pooled hedge funds and allocating to private alternative opportunities. The firm does not identify as an active ESG investor. Industry affiliations include roles tied to brokerage, accounting and sponsor/GP functions, which align with its hands-on involvement in structuring and managing pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • ARTHUR HOLLY

    Chief Executive OfficerCRD 4386599

  • Joseph Conte

    Chief Financial OfficerCRD 4900206

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, 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
FAIRFIELD
Address
1 Stamford Plz 263 Tresser Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth