DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Breach Inlet Capital Management, LLC

Asset manager (funds and pooled vehicles)Mt. Pleasant, South CarolinaCRD 282056SEC 801-130497websiteIAPD
Latest filing Mar 30, 2026
First filing on the tape May 17, 2024 · 6 filings
SEC status approved since Jun 18, 2024
RAUM
$228M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$228M
derived; firm RAUM over IAPD count
Employees
4
3 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
6 filings and snapshots on the tape
RAUM$228M as of Mar 30, 2026
Mar 31, 2025$154M then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 30, 2026
Mar 31, 20251 then
Employees (5.A)4 as of Mar 30, 2026
Mar 31, 20254 then
Private funds1 as of Mar 30, 2026
Mar 31, 20251 then
RAUM +48% over the last fiscal yearIARs 1 to 1
Practice profile
derived from the filing of Mar 30, 2026; every figure names its basis
Archetypes, each a printed rule
  • Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
RAUM per advisor
$228MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$228MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
4.0derivedItem 5.A over advisors
Advisors per office
0.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
+48%derivedbetween the last two annual amendments
Advisor growth, one year
+0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • a related person has custody of client cash (9.B.1.a)
  • a related person has custody of client securities (9.B.1.b)
  • marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Pooled investment vehicles$228M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Christopher Dennis ColvinChartered Financial AnalystMt. Pleasant, ScJan 5, 201620 y0
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      Breach Inlet Capital, LPHedge Fund$136M68May 17, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • Dennis Christopher Colvin · Managing Membercontrol
        since 11/2015 · owns 75% or more
      • Donald David Emmel · Senior Analystcontrol
        since 10/2017 · owns less than 5%
      • Brendan Finnerty · Chief Compliance Officer, Chief Operating Officer, Director Of Partner Relationscontrol
        since 09/2024 · owns less than 5%
      Related persons
      Schedule D 7.A
      • Breach Inlet Genpar, LP
        pooled vehicle sponsorn
      Offices
      Schedule D 1.F, the 25 largest
      • , 1 employees
      ADV anomalies
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 25 %Change between filings · filing Mar 30, 2026
        RAUM (Item 5.F) moved from $153,638,879 to $227,650,975 (+48.0%) between the annual amendments of 2025-03-31 and 2026-03-30; the peer median change was +4.0% (1148 comparable advisers, 90.0th percentile of changes)
        peers: asset managers, $100M to $500M (1,148) · 90% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Advisory activities · 2 to 1
        Dec 18, 2025 to Mar 30, 2026
      • Discretionary RAUM · $154M to $228M
        Dec 18, 2025 to Mar 30, 2026
      • Pooled vehicle RAUM · $154M to $228M
        Dec 18, 2025 to Mar 30, 2026
      • RAUM · $154M to $228M
        Dec 18, 2025 to Mar 30, 2026
      • Advisory employees · 2 to 3
        Sep 17, 2024 to Mar 31, 2025
      • Assets in custody · 135910340.0 to unset
        Sep 17, 2024 to Mar 31, 2025
      • Custody of client assets · true to false
        Sep 17, 2024 to Mar 31, 2025
      • Employees · 3 to 4
        Sep 17, 2024 to Mar 31, 2025
      • Financial planning clients · unset to
        Sep 17, 2024 to Mar 31, 2025
      • Discretionary RAUM · $136M to $154M
        Sep 17, 2024 to Mar 31, 2025
      • Pooled vehicle RAUM · $136M to $154M
        Sep 17, 2024 to Mar 31, 2025
      • RAUM · $136M to $154M
        Sep 17, 2024 to Mar 31, 2025
      Signals
      3 dated events
      • Brendan Finnerty (Chief Compliance Officer, Chief Operating Officer, Director Of Partner Relations) appeared on Schedule A of Breach Inlet Capital Management, Llc
        Sep 17, 2024 · Control person joined · fact
      • Berg Melissa Taylor (Chief Compliance Officer, Chief Operating Officer, Director Of Partner Relations) no longer on Schedule A of Breach Inlet Capital Management, Llc (listed 2024-05-17, absent 2024-07-15)
        Jul 15, 2024 · Control person left · inference
      • Breach Inlet Capital Management, Llc filed its initial SEC registration (Form ADV)
        May 17, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/breach-inlet-capital/aboutreportedpublic record, Form ADV, Sep 17, 2026
      Website
      breachinletcap.comreportedpublic record, Form ADV, Sep 17, 2026
      Principal office phone
      516-680-9012reportedpublic record, Form ADV, Mar 30, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
      RAUM per advisor
      $228Mderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026