# BREEN INVESTORS LP

BREEN INVESTORS LP of HOUSTON, TX is an SEC-registered investment adviser.

## Registration

- CRD: 124822
- Type: SEC-registered investment adviser
- SEC file number: 801-62442
- Location: 1811 BERING DRIVE, SUITE 200, HOUSTON, TX, 77057
- Phone: 713-223-9300
- Latest filing: 2015-08-17
- Regulatory AUM: $71.3M
- Discretionary AUM: $31.7M
- Non-discretionary AUM: $39.5M
- Clients: 5
- Accounts: 16

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Garrett Jones | LIMITED PARTNER / DIRECTOR OF BUSINESS DEVELOPMENT | Austin, TX |
| BREEN DANIEL ANTHONY | CHAIRMAN; LIMITED PARTNER; MANAGING PARTNER/CHIEF INVESTMENT OFFICER (+4 more) | — |
| MALO JEAN PIERRE | LIMITED PARTNER; LIMITED PARTNER/CHIEF INVESTMENT OFFICER; SENIOR PARTNER/CHIEF INVESTMENT OFFICER | — |
| GREENWOOD CAMERON W | LIMITED PARTNER; PARTNER; PRES. & CHIEF OPERATING OFFICER & LIMITED PARTNER | — |
| SHOFNER CYNDI MARIE | CHIEF COMPLIANCE OFFICER & SECRETARY; SEC.TREAS/CHIEF COMPLIANCE OFFICER; SEC.TREAS/COMPLIANCE | — |
| CHAPOTON O DONALDSON | LIMITED PARTNER/STRATEGY/BUSINESS DEVELOPMENT; LIMITED PARTNER/STRATEGY/BUSINESS DEVELOPMENT/CHIEF COMPLIANCE OFFICER; SENIOR PARTNER | — |
| MOUNT GREG P | CFO, LIMITED PARTNER & CHIEF COMPLIANCE OFFICER; CFO, PARTNER & CHIEF COMPLIANCE OFFICER; CHIEF FINANCIAL OFFICER (+1 more) | — |
| CULL RICHARD VERNON | LIMITED PARTNER / ANALYST / PORTFOLIO MANAGER; PARTNER | — |
| BREEN MICHAEL | LIMITED PARTNER / ANALYST / PORTFOLIO MANAGER; PARTNER & ANALYST | — |
| BREEN MICHAEL KEVIN | LIMITED PARTNER / ANALYST / PORTFOLIO MANAGER | — |
| SIMONS KATHY | CHIEF COMPLIANCE OFFICER | — |
| LINBECK PATRICK AUGUSTINE | LIMITED PARTNER | — |
| HELLMANN RICHARD STUART | LIMITED PARTNER; PARTNER | — |
| MALO JEAN | SENIOR PARTNER/CHIEF INVESTMENT OFFICER | — |


## Private funds (1)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BREEN INVESTOR PORTFOLIO LP | Other Private Fund | — | 2 | $2.1M | $500K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124822/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124822/similar
- Related entities: https://search.stillhousedata.com/firm/124822/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124822

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.