RIA Intelligence

BREAKWALL INVESTMENT ADVISOR LLC

CRD #328990 SEC #801-129195 PORT WASHINGTON, NY 516-363-2004
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$0
Employees
9
Clients
--
Accounts
9

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ABBATE, CHRISTOPHER, ANTHONYIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ABBATE, CHRISTOPHER, ANTHONYIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ABBATE, CHRISTOPHER, ANTHONYIMANAGING PARTNER AND CHIEF COMPLIANCE OFFICERNA Control
ABBATE, CHRISTOPHER, ANTHONYIMANAGING PARTNER AND CO-CHIEF EXECUTIVE OFFICERNA Control
ABBATE, CHRISTOPHER, ANTHONYICO-CHIEF EXECUTIVE OFFICERNA Control
BRODSKY, JAMIE, MARCIMANAGING PARTNERNA Control
BRODSKY, JAMIE, MARCIMANAGING PARTNERNA Control
BRODSKY, JAMIE, MARCIMANAGING PARTNERNA Control
BRODSKY, JAMIE, MARCIMANAGING PARTNER AND CO-CHIEF EXECUTIVE OFFICERNA Control
BRODSKY, JAMIE, MARCICO-CHIEF EXECUTIVE OFFICERNA Control
FLANNERY, DANIELIMANAGING PARTNERNA Control
FLANNERY, DANIEL, PATRICKIMANAGING PARTNERNA Control
FLANNERY, DANIEL, PATRICKIMANAGING PARTNERNA Control
FLANNERY, DANIEL, PATRICKIMANAGING PARTNERNA Control
FLANNERY, DANIEL, PATRICKIPRESIDENTNA Control
NG, OWENICHIEF FINANCIAL OFFICERNA Control
SPRINGS, AMY, ELIZABETHIMANAGING DIRECTOR, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERNA Control
Springs, Amy, ElizabethIMANAGING DIRECTOR, GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICERNA Control
BREAKWALL FEE PARTNERSHIP LPDEOWNERE Control
BREAKWALL FEE PARTNERSHIP LPDEOWNERE Control
BREAKWALL FEE PARTNERSHIP LPDEOWNERE Control
BREAKWALL FEE PARTNERSHIP LPDEOWNERE Control
BREAKWALL FEE PARTNERSHIP LPDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
BREAKWALL CAPITAL LLCDEBREAKWALL FEE PARTNERSHIP LPE Control
BREAKWALL CAPITAL LLCDEBREAKWALL FEE PARTNERSHIP LPE Control
BREAKWALL CAPITAL LPDEBREAKWALL FEE PARTNERSHIP LPE Control
BREAKWALL CAPITAL LPDEBREAKWALL FEE PARTNERSHIP LPE Control
ABBATE, CHRISTOPHER, ANTHONYIBREAKWALL CAPITAL LLCC Control
ABBATE, CHRISTOPHER, ANTHONYIBREAKWALL CAPITAL LLCC Control
ABBATE, CHRISTOPHER, ANTHONYIBREAKWALL CAPITAL LPC Control
ABBATE, CHRISTOPHER, ANTHONYIBREAKWALL CAPITAL LPC Control
BRODSKY, JAMIE, MARCIBREAKWALL CAPITAL LLCC Control
BRODSKY, JAMIE, MARCIBREAKWALL CAPITAL LPC Control
BRODSKY, JAMIE, MARCIBREAKWALL CAPITAL LPC Control
FLANNERY, DANIELIBREAKWALL CAPITAL LLCC Control
FLANNERY, DANIELIBREAKWALL CAPITAL LLCC Control
FLANNERY, DANIEL, PATRICKIBREAKWALL CAPITAL LLCC Control
FLANNERY, DANIEL, PATRICKIBREAKWALL CAPITAL LPC Control
FLANNERY, DANIEL, PATRICKIBREAKWALL CAPITAL LPC Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (3)

NY RI TX

Address

921 PORT WASHINGTON BLVD
SUITE 8
PORT WASHINGTON, NY 11050
United States
Phone: 516-363-2004