RIA Intel›Advisers›New Hampshire›BREAKWATER ASSET MANAGEMENT, LLC

BREAKWATER ASSET MANAGEMENT, LLC

Advisory

Data as of Feb 21, 2026 · Source: SEC Form ADV

Average account

$232K

across 54 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 21, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA, NH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

8 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NH

Closest by assets under management. All figures from Form ADV.

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ADVISORS CAPITAL RESOURCE INC.

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-65.5% 1Y

IPIC, INC.

$14M

SAPARETO, FRANK V.

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