Breachway Investments, LLC
● SEC registered since 2023CRD 299102SEC# 801-128891Charlestown, RI
Reg. AUM
$164.9M
Employees
1
Accounts
442
Location
Charlestown, RI
Breachway Investments, LLC assets under management
Breachway Investments, LLC operates as an SEC-registered investment adviser based in Charlestown, RI. The firm has been registered since 2023. It reports $164.9 million in regulatory assets under management and employs 1 people.
Breachway Investments, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph P Curran Control | Managing Member & Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Breachway Investments, LLC manage?
Breachway Investments, LLC reports $164.9 million in regulatory assets under management on its Form ADV.
How many employees does Breachway Investments, LLC have?
Breachway Investments, LLC reports 1 employees.
Where is Breachway Investments, LLC located?
Breachway Investments, LLC is based in Charlestown, RI and has been SEC-registered since 2023.
Does Breachway Investments, LLC disclose fund performance?
Breachway Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4259 Old Post Road, Unit 1, Charlestown, RI 02813 |
| Phone | 860-709-0909 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.9M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$164.9Mregulatory AUM
Discretionary $164.6MNon-discretionary $256K