CHARLESTOWN, RICRD 299102Latest ADV January 27, 2026
Breachway Investments, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlestown, RI. Its latest Form ADV filing, dated January 27, 2026, reports $156M in regulatory assets under management, 2 employees, 1 office, and 441 accounts.
Assets Under Management
$156M
Employees
2
Offices
1 office
Total Clients
237
Primary office
CHARLESTOWN, RI
4259 OLD POST ROAD, UNIT 1, CHARLESTOWN, RI, United States
Top client segmentIndividuals represent 83.1% of total clients.
Top client categories% of clientsClients
1
Individuals
83.1%
197
2
HNWI
16.5%
39
3
Charitable
0.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of January 27, 2026
Discretionary99.8%
$155M
100% of total RAUM99.8%
Non-discretionary0.2%
$248K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$156M
Total Accounts441
10Y AUM Change+$156M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee119:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.