BREAKWATER CAPITAL GROUP
CRD #321097 SEC #801-125704 PARAMUS, NJ (551) 342-3733
SEC Registered
Total AUM
$843.4M
Discretionary
$843.4M
Employees
3
Clients
251
Accounts
1,124
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $843.4M | $843.4M | $0 | 3 | 10 |
| Apr 2025 | $843.4M | $843.4M | $0 | 3 | 10 |
| Mar 2025 | $843.4M | $843.4M | $0 | 3 | 10 |
| Dec 2024 | $579.7M | $579.7M | $0 | 3 | 2 |
| Nov 2024 | $579.7M | $579.7M | $0 | 3 | 2 |
| Oct 2024 | $579.7M | $579.7M | $0 | 3 | 2 |
| Mar 2024 | $579.7M | $579.7M | $0 | 3 | 2 |
| Aug 2023 | $334.8M | $334.8M | $0 | 2 | 122 |
| Jul 2023 | $334.8M | $334.8M | $0 | 2 | 122 |
| May 2023 | $334.8M | $334.8M | $0 | 2 | 122 |
| Mar 2023 | $334.8M | $334.8M | $0 | 2 | 122 |
| Jan 2023 | $334.8M | $334.8M | $0 | 2 | 122 |
| Dec 2022 | $217M | $217M | $0 | 1 | 0 |
| Nov 2022 | $217M | $217M | $0 | 1 | 0 |
| Oct 2022 | $217M | $217M | $0 | 1 | 0 |
| Sep 2022 | $217M | $217M | $0 | 1 | 0 |
| Jun 2022 | $0 | $0 | $0 | 1 | 0 |
| Apr 2022 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$843.4M
Discretionary$843.4M
Non-Disc.$0
Employees3
Clients10
DateApr 2025
Total AUM$843.4M
Discretionary$843.4M
Non-Disc.$0
Employees3
Clients10
DateMar 2025
Total AUM$843.4M
Discretionary$843.4M
Non-Disc.$0
Employees3
Clients10
DateDec 2024
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees3
Clients2
DateNov 2024
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees3
Clients2
DateOct 2024
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees3
Clients2
DateMar 2024
Total AUM$579.7M
Discretionary$579.7M
Non-Disc.$0
Employees3
Clients2
DateAug 2023
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees2
Clients122
DateJul 2023
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees2
Clients122
DateMay 2023
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees2
Clients122
DateMar 2023
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees2
Clients122
DateJan 2023
Total AUM$334.8M
Discretionary$334.8M
Non-Disc.$0
Employees2
Clients122
DateDec 2022
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees1
Clients0
DateNov 2022
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees1
Clients0
DateOct 2022
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees1
Clients0
DateSep 2022
Total AUM$217M
Discretionary$217M
Non-Disc.$0
Employees1
Clients0
DateJun 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0