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THE BREIT GROUP, LLC, CRD 335020
WRIGHTSVILLE BEACH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Lauren Elizabeth Breitfeller | n/a | WRIGHTSVILLE BEACH, NC | 1 | 11 | n/a | no |
| MICHAEL THOMAS BREITFELLER | Certified Financial Planner | WRIGHTSVILLE BEACH, NC | 1 | 22 | 1 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BREIT CORP | Owner | E | yes | 01/2025 | Mar 25, 2026 | Mar 25, 2026 |
| Breitfeller, Lauren, Elizabeth | PRESIDENT AND CHIEF COMPLIANCE OFFICER | Na | yes | 01/2025 | Mar 25, 2026 | Mar 25, 2026 |
| BREITFELLER, MICHAEL, THOMAS | INVESTMENT ADVISOR | Na | yes | 05/2025 | Mar 25, 2026 | Mar 25, 2026 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $132M | $120M | 3 | 1 | 0 | n/a | n/a |
| 2024 | Apr 3, 2025 | $0 | $0 | 1 | 1 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $132M | $0 | n/a | n/a | n/a | 3 | 1 | 0 | 0 |