BREAKWATER MANAGEMENT, LP

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CENTURY CITY, California
CRD number
170036
Registered since
March 5, 2024

Firm profile

FINTRX

Overview

Breakwater Management, LP is structured as a limited partnership and registered as an SEC adviser in 2024. The firm is owned by an individual and is not classified under a standard advisor type in the available data. It does not identify as a capital allocator, a multi-state advisor, an active ESG investor, or a pension consultant. Business and advisory activity fields were not provided, but regulatory and operational indicators show the firm functions as a sponsor and general partner, serving as the managing member of pooled investment vehicles. The firm’s profile points toward a manager-centric setup: acting in sponsoring and GP roles suggests Breakwater creates and controls pooled funds rather than operating primarily as a third-party allocator or broad retail advisory practice.

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

1 of 1
  • JOSEPH KACZOROWSKI

    Partner, CFOCRD 6931831

Contacts

1 of 1
  • ERIC BECKMAN

    Managing PartnerCRD 1072538

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CENTURY CITY, CA

LOS ANGELES

Location

CENTURY CITY, CA

Headquartered in CENTURY CITY, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
2121 Avenue of the Stars
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth