← Back to list

BREAKWATER CAPITAL, LLC

UUIDec57a172-c194-5ed8-87b7-24f7cf99c034
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:52
Updated2025-10-23 02:23:52

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 172498 172498 1.0
sec_file_number 801-118620 801-118620

Profile

WebsiteHTTPS://WWW.BREAKWATER.CAPITAL
HQ CityKALAMAZOO
HQ StateMI
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • BREAKWATER CAPITAL adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)142,589,929.0
  • RAUM (discretionary)142,589,929.0
  • Actionable assets116,305,260.0
  • Accounts470.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM0.0
  • Charitable AUM7,587,482.0
  • HNW AUM108,717,778.0

As of 2025-03-29 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.