BREAKWALL INVESTMENT ADVISOR LLC

Port Washington, United States · CRD 328990

SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.

Assets managed$3.5bn
Main clients (by assets)Private funds 100%
Private funds5 · $2.8bn gross assets
Websitebreakwallcap.com
Form ADV · 2026-05-01SEC adviser record

Others nearbyPort Washington, NY, Houston, TX, Newport, RI

As an employer

Staff (Form ADV)9 · 6 in investment roles
Offices in1 country
Private fundsother private 5

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Port Washington, NY (main office)United States	United States	about 1
Houston, TXUnited States	United States	4
Newport, RIUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.