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.
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SEC-registered adviser
B••••••• C•••••• P•••••••
Legal name B••••••• C•••••• P••••••• L•
Latest filing Mar 19, 2026
First filing on the tape May 12, 2022 · 11 filings
SEC status approved since Jun 10, 2022
RAUM
$1.2B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
16
10 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
11 filings and snapshots on the tape
RAUM$1.2B as of Mar 19, 2026
Mar 31, 2023$292M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 31, 20230 then
Employees (5.A)16 as of Mar 19, 2026
Mar 31, 202313 then
Private funds3 as of Mar 19, 2026
Mar 31, 20233 then
RAUM +96% over the last fiscal year+60% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM 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
- $240MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 56%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +96%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
- Custody
- $530M, 3 clientsreportedItem 9.A
- 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
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- 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$530M44%
- Sovereign wealth funds$500M42%
- Insurance companies$169M14%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 5reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $530M for 3 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=0.44 institutional_share=0.56 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| E• R•••••• M••••• F••• L• | Hedge Fund | $466M | 26 | May 12, 2022 |
| E• R•••••• O••••••• F••• L• | Hedge Fund | $299M | 11 | May 12, 2022 |
| E• R•••••• O•••••• F•••• L• | Hedge Fund | $167M | 15 | May 12, 2022 |
Owners and control persons
Schedule A and B, latest filing
- C••••• S•••••• L••• · Chief Compliance Officer/Chief Operating Officer/Chief Financial Officercontrolsince 04/2022 · owns less than 5%
- S•••••• R••••• · Chief Investment Officercontrolsince 03/2022 · owns 75% or more
- K•••••• S•••••• · Managing Partnersince 06/2022 · owns 10% to 25%
Related persons
Schedule D 7.A
- E• R•••••• F••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- institutional asset share shiftChange between filings · filing Mar 19, 2026institutional share of RAUM moved from 24.0% to 56.0% between the annual amendments of 2025-03-26 and 2026-03-19peers: other advisers, $1B to $5B (247)
What changed
consecutive filings, newest first
- Accounts · 32 to 5Mar 26, 2025 to Mar 19, 2026
- Advisory employees · 9 to 10Mar 26, 2025 to Mar 19, 2026
- Assets in custody · $465M to $530MMar 26, 2025 to Mar 19, 2026
- Employees · 15 to 16Mar 26, 2025 to Mar 19, 2026
- Discretionary RAUM · $611M to $1.2BMar 26, 2025 to Mar 19, 2026
- Pooled vehicle RAUM · $465M to $530MMar 26, 2025 to Mar 19, 2026
- RAUM · $611M to $1.2BMar 26, 2025 to Mar 19, 2026
- Accounts · 4 to 32Nov 7, 2024 to Mar 26, 2025
- Assets in custody · $0 to $465MNov 7, 2024 to Mar 26, 2025
- Employees · 13 to 15Nov 7, 2024 to Mar 26, 2025
- Financial planning clients · unset to Nov 7, 2024 to Mar 26, 2025
- Discretionary RAUM · $616M to $611MNov 7, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $470M to $465MNov 7, 2024 to Mar 26, 2025
- RAUM · $616M to $611MNov 7, 2024 to Mar 26, 2025
- Accounts · 3 to 4Oct 31, 2023 to Mar 28, 2024
- Advisory employees · 8 to 9Oct 31, 2023 to Mar 28, 2024
- Discretionary RAUM · $292M to $616MOct 31, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $292M to $470MOct 31, 2023 to Mar 28, 2024
- RAUM · $292M to $616MOct 31, 2023 to Mar 28, 2024
- Advisory activities · 1 to 2Mar 31, 2023 to Sep 5, 2023
- Advisory employees · 4 to 8Jan 19, 2023 to Mar 31, 2023
- Employees · 7 to 13Jan 19, 2023 to Mar 31, 2023
- Discretionary RAUM · $266M to $292MJan 19, 2023 to Mar 31, 2023
- Pooled vehicle RAUM · $266M to $292MJan 19, 2023 to Mar 31, 2023
- RAUM · $266M to $292MJan 19, 2023 to Mar 31, 2023
- Accounts · 0 to 3May 17, 2022 to Jul 11, 2022
- Discretionary RAUM · $0 to $266MMay 17, 2022 to Jul 11, 2022
- Pooled vehicle RAUM · $0 to $266MMay 17, 2022 to Jul 11, 2022
- RAUM · $0 to $266MMay 17, 2022 to Jul 11, 2022
Signals
3 dated events
- B••••••• C•••••• P••••••• reported RAUM $1.2B, up 96% from $610.8M (2025-03-26 to 2026-03-19)Mar 19, 2026 · RAUM change · derived
- B••••••• C•••••• P••••••• reported RAUM $616.1M, up 111% from $292.1M (2023-10-31 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- B••••••• C•••••• P••••••• filed its initial SEC registration (Form ADV)May 12, 2022 · 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/breakout-capital-partnersreportedpublic record, Form ADV, Sep 19, 2026
- Website
- b•••••••••.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 212-497-5100reportedpublic record, Form ADV, Mar 19, 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
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026