THE BREIT GROUP, LLC
THE BREIT GROUP, LLC of WRIGHTSVILLE BEACH, NC is an SEC-registered investment adviser (CRD 335020). Regulatory assets under management: $131.6M.
Registration
- CRD: 335020
- SEC file number: 801-132479
- Type: Registered investment adviser
- Location: 96 W SALISBURY ST, FLOOR #3, WRIGHTSVILLE BEACH, NC, 28480
- Phone: (704) 502-6069
- Latest filing: 2026-03-25
- Regulatory AUM: $131.6M
- Discretionary AUM: $119.7M
- Non-discretionary AUM: $11.9M
- Clients: 3
- Accounts: 146
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions.
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| Lauren Elizabeth Breitfeller | OWNER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| Michael Thomas Breitfeller | INVESTMENT ADVISOR | — |
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