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Adviser Profile

Registration status Registration Changed to BREAKWATER MANAGEMENT, LP
As of Date 03/02/2024
Adviser Type - Large advisory firm
Number of Employees 8
of those in investment advisory functions 6
AUM* 169,200,000
of that, discretionary 169,200,000
Private Fund GAV* 0 -100.00%
Avg Account Size 16,920,000
SMA’s No
Private Funds 0 4
Contact Info (42 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
279M 239M 200M 160M 120M 80M 40M
2019 2020 2021 2022 2023

Private Funds



Employees

Brochure Summary