BREACHWAY INVESTMENTS, LLC

BREACHWAY INVESTMENTS, LLC of CHARLESTOWN, RI is an SEC-registered investment adviser (CRD 299102). Regulatory assets under management: $164.9M.

Registration

• CRD: 299102
• SEC file number: 801-128891
• Type: Registered investment adviser
• Location: 4259 OLD POST ROAD, UNIT 1, CHARLESTOWN, RI, 02813
• Phone: 860-709-0909
• Latest filing: 2026-07-01
• Regulatory AUM: $164.9M
• Discretionary AUM: $164.6M
• Non-discretionary AUM: $256K
• Clients: 1
• Accounts: 442

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299102 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search