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POINT BREAK CAPITAL MANAGEMENT LLC

MIAMI, FL · CRD 164213 · IAPD ↗ · pointbreakcm.com · 786-226-8211

$2.04BRegulatory AUM
11Advisory reps
11Employees
1Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — POINT BREAK CAPITAL MANAGEMENT LLC reported RAUM up 26% ($1.61B -> $2.04B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2026 — POINT BREAK CAPITAL MANAGEMENT LLC now reports custody of client assets ($2.04B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.