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BREAKOUT CAPITAL PARTNERS

NEW YORK, NY · CRD 321224 · IAPD ↗ · breakout-capital.com · 212-497-5100

$1.20BRegulatory AUM
10Advisory reps
16Employees
0Clients
n/aPlanning clients
3Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

70
April 2026 — BREAKOUT CAPITAL PARTNERS crossed $1B in regulatory AUM ($610.8M -> $1.20B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
55
April 2024 — BREAKOUT CAPITAL PARTNERS crossed $500M in regulatory AUM ($292.1M -> $616.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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