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 an SEC-registered limited liability company (registered in 2023) that serves institutional clients. The firm’s advisory focus is portfolio management for pooled investment vehicles, and it acts in sponsor/GP/managing-member roles for those vehicles. Fee arrangements include percentage-of-AUM charges and performance-based fees. Breakwall identifies as an active ESG investor and operates primarily as an adviser rather than a broad capital allocator.
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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