THE BREIT GROUP, LLC
Legal name: THE BREIT GROUP
CRD #335020 SEC #801-132479 WRIGHTSVILLE BEACH, NC (704) 502-6069
SEC Registered
Total AUM
$102.2M
Discretionary
$102.2M
Employees
2
Clients
0
Accounts
57
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BREITFELLER, MICHAEL, THOMAS | I | INVESTMENT ADVISOR | NA | Control |
| BREITFELLER, MICHAEL, THOMAS | I | INVESTMENT ADVISOR | NA | Control |
| BREITFELLER, MICHAEL, THOMAS | I | INVESTMENT ADVISOR | NA | Control |
| Breitfeller, Lauren, Elizabeth | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Breitfeller, Lauren, Elizabeth | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Breitfeller, Lauren, Elizabeth | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Breitfeller, Lauren, Elizabeth | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Breitfeller, Lauren, Elizabeth | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| BREIT CORP | DE | OWNER | E | Control |
| BREIT CORP | DE | OWNER | E | Control |
| BREIT CORP | DE | OWNER | E | Control |
| BREIT CORP | DE | OWNER | E | Control |
| BREIT CORP | DE | OWNER | E | Control |
| BREIT CORP | DE | OWNER | E | Control |
| BREIT CORP | DE | OWNER | E | Control |
| Breitfeller, Lauren, Elizabeth | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| Breitfeller, Lauren, Elizabeth | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Sep 8, 2025 REGISTERED
Notice Filings (3)
NC NY TX
Address
96 W SALISBURY STFLOOR #3
WRIGHTSVILLE BEACH, NC 28480
United States
Phone: (704) 502-6069