# BREAKWATER INVESTMENT GROUP, LLC

BREAKWATER INVESTMENT GROUP, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 128747
- Type: SEC-registered investment adviser
- Location: 895 DOVE STREET, NEWPORT BEACH, CA, 92660
- Phone: 949-812-6945
- Latest filing: 2026-03-30
- Regulatory AUM: $107.0M
- Discretionary AUM: $92.4M
- Non-discretionary AUM: $14.6M
- Clients: 2
- Accounts: 60

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128747/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128747/similar
- Related entities: https://search.stillhousedata.com/firm/128747/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128747

---

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.