Breakwall Investment Advisor

Asset Manager SEC-registered adviser

Legal name: Breakwall Investment Advisor LLC

Port Washington, NY Website LinkedIn

AUM

$3.5B
Regulatory AUM

Private funds

5
Other 5

Private fund assets

$2.8B
Gross asset value

Employees

9

Last Form D raise

Mar 2026
Most recent fund filing

From SEC Form ADV filing (filed May 1, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

C
Christopher Abbate
Co-Chief Executive Officer
Source: SEC Form ADV
D
Daniel Flannery
President
Source: SEC Form ADV
J
Jamie Brodsky
Co-Chief Executive Officer
Source: SEC Form ADV

Funds(5)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Valor Mining Credit Partners II, L.P.Other$852.5M——Mar 2026Warm
Valor Upstream Credit Partners II, L.P.Other$1.0B$1.0B2Feb 2026Warm
Breakwall Energy Credit Partners Fund, L.P.Other$125.1M——Oct 2025Warm
Valor Mining Credit Partners, L.P.Other$477.0M——Jun 2025Cool
Valor Upstream Credit Partners, L.P.Other$357.9M$500.0M2Jul 2023Cold

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
328990
SEC file number
801-129195

Sources