Breakwall Investment Advisor LLC

Fee-Only (% of Portfolio)

Breakwall Investment Advisor manages private investment funds, focusing on debt investments in the energy sector, including conventional, low carbon, and renewable sources. Breakwall targets loans to expand energy infrastructure and facilitate decarbonization. Breakwall also acts as a sub-advisor to Riverstone Investment Group and manages Valor Upstream Credit Partners, L.P. Breakwall does not manage client assets on a discretionary basis.

Assets Under Management$1.8B
Clients9
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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