{"url":"https://nivawealth.com/firms/breachway-investments-299102","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/299102","regulatoryAum":164902821,"crd":"299102","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3024167","suffix":null,"lastName":"Curran","firstName":"Joseph","middleName":"P"}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-02-29","regulatoryAum":112240140,"clients":162,"employees":2,"offices":2},{"filedOn":"2025-01-16","regulatoryAum":131255814,"clients":193,"employees":2,"offices":2},{"filedOn":"2026-07-01","regulatoryAum":164902821,"clients":243,"employees":1,"offices":2}],"secFileNumber":"801-128891","legalName":"Breachway Investments, LLC","displayName":"Breachway 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The fee is billed in advance, is negotiable and requires an account of at least $500,000.","source":"FORM ADV 2 SEC, filed 1 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Breachway Investments use?","answer":"Breachway Investments’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $165M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Breachway Investments have?","answer":"Breachway Investments has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Breachway Investments invest in?","answer":"At the end of its last fiscal year, Breachway Investments’ separately managed accounts held 55% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 9% U.S. government and agency bonds, 4% cash and equivalents, 3% investment grade corporate bonds, 1% state and local bonds, 1% sovereign bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Breachway Investments have a minimum investment?","answer":"Yes, Breachway Investments’ minimum account size for its Asset Management is $500K.","source":"FORM ADV 2 SEC, filed 1 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Breachway Investments?","answer":"Breachway Investments’ direct owner is Joseph Curran (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 1 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Breachway Investments get paid?","answer":"Breachway Investments is paid through a percentage of assets under management and hourly charges. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}