CC
CFA
CC
CFA

Christopher Colvin

10 Years of Experience
Mt. Pleasant, SC

Christopher Colvin is a CFA-designated registered investment advisor at Breach Inlet Capital Management, LLC, based in Mt. Pleasant, SC, with 10 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth. Their firm serves 1 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$153.6M average
Assets Under Management
$153.6M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)

Breach Inlet Capital Management manages investments for a private investment fund, Breach Inlet Capital, LP. The management fee is 1% annually of each investor's capital account balance. Additionally, the fund's general partner receives a performance-based allocation of profits: 10% for Anchor Class interests and 20% for Class C interests, based on net profits exceeding any loss carry forward.

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Location

75 Port City Landing, Suite 110, Mt. Pleasant, SC, 29464

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is the Manager of Breach Inlet Capital, LP, a hedge fund. He is also the principal of CDC Equity, LLC, the general partner of the fund's general partner, Breach Inlet Genpar, LP.

Employment History
Current Registrations
Breach Inlet Capital Management, LLC
January 2016 - Present · 10 yrs 4 mos
State Registrations2 states
SCTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christopher Colvin - Financial Advisor | TrueAdvisor