Breakwater Capital Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Paramus, NJ. Its latest Form ADV filing, dated March 19, 2026, reports $1.0B in regulatory assets under management, 4 employees, 5 offices, and 1,336 accounts.
Assets Under Management
$1.0B
Employees
4
Offices
5 offices
Total Clients
370
Primary office
PARAMUS, NJ
140 E. RIDGEWOOD AVENUE, SUITE 415, PARAMUS, NJ, United States
Top client segmentHNWI represent 64.6% of total clients.
Top client categories% of clientsClients
1
HNWI
64.6%
239
2
Individuals
35.4%
131
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 19, 2026
Discretionary100.0%
$1.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.0B
Total Accounts1,336
10Y AUM Change+$1.0B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee93:1
10Y Employee Change+3 (+300.0%)
* 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.