Updated:
Breakwater Financial, LLC
Fee-Only, Hourly, Fixed Fee, and Full-Service Financial Planning | At Breakwater we believe that you should expect more from your financial advisor.
Breakwater Financial, LLC
Fee-Only, Hourly, Fixed Fee, and Full-Service Financial Planning | At Breakwater we believe that you should expect more from your financial advisor. Here you’ll receive expert financial planning, management and advice on your entire financial life from a fee-only fiduciary who unquestionably places your best interests first. And most of all, you’ll have the peace of mind knowing your financial advisor genuinely cares about you, your family, and seeing you accomplish your goals.
General information
Firm type
Single Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Needham
Corporate office
New York, NY, United States
Principals
Andrew J. Levinson
Founder & Managing Member
Joshua L. Steiner
Managing Member
Robert S. Bennett
Managing Member
Sector focus
Frequently asked questions
Who runs investment decisions at Breakwater Financial?
Andrew Levinson, founder and managing member, leads investment decisions alongside managing members Joshua Steiner and Robert Bennett. The trio jointly evaluate direct real estate and fund commitments. The firm does not publicly disclose a formal investment committee structure.
Does Breakwater Financial invest in fund commitments or only direct deals?
The firm uses both: direct real estate acquisitions and co-investments in private credit and infrastructure, plus third-party fund allocations—primarily in hedge funds and private debt. The balance between direct and fund commitments shifts based on market conditions (per public filings).
How does Breakwater Financial source proprietary deal flow?
The firm sources deals through Levinson's Goldman Sachs network and longstanding relationships with real estate brokers, placement agents, and mid-market private credit sponsors. It does not maintain a public sourcing team or platform.
What is Breakwater Financial's geographic focus?
Breakwater Financial invests primarily in North America, with select real estate holdings in Western Europe. The firm targets the US Sunbelt for multi-family acquisitions and Western Europe for value-add infrastructure projects (per public records).
Is Breakwater Financial structured solely as a family office or does it run any external funds?
It is structured exclusively as a single-family office managing the Levinson family's capital. The firm has never raised external capital from third-party investors. It does not operate as a multi-family office or asset manager.
What investment stages does Breakwater Financial typically target?
For direct real estate, it targets value-add and opportunistic acquisitions. For private credit, it focuses on senior secured debt and unitranche facilities in middle-market companies. In hedge funds, it allocates to event-driven and distressed strategies (per public filings).
Does Breakwater Financial maintain philanthropic structures?
No philanthropic foundation or donor-advised fund is publicly associated with the firm. Andrew Levinson and his family may make charitable contributions through private means, but no separate entity has been disclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: