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BREAKWALL INVESTMENT ADVISOR LLC

SEC Form ADV profile.

Total regulatory AUM
$3,520,731,351
Discretionary
$125,113,088
Non-discretionary
$3,395,618,263

Firm details

CRD number
328990
SEC file number
801-129195
Main office
PORT WASHINGTON, NY, United States
Employees
9
SEC status
Approved
Fee structure
Percentage of AUM Performance-based

As of October 2026.