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Breakwater Wealth Management
BREAKWATER WEALTH MANAGEMENT is a state-registered investment adviser with $36 million in regulatory assets under management. The firm manages $16 million on a...
Breakwater Wealth Management
BREAKWATER WEALTH MANAGEMENT is a state-registered investment adviser with $36 million in regulatory assets under management. The firm manages $16 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Year founded
2008
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Gregory D. Cramer
Founder and Managing Partner
Sector focus
Frequently asked questions
How does Breakwater structure its client investments?
Breakwater employs a deal-by-deal structuring model. Rather than requiring investors to commit to a multi-year fund with capital calls, the firm sources and underwrites individual credit or real estate lending opportunities, then assembles a syndicate of investors for each specific transaction. This approach gives clients more granular control over their exposure compared to traditional fund-of-funds or commingled structures.
What geographic markets does Breakwater target?
The firm's lending activity is United States-focused, with particular concentration in the Northeast, where its New York headquarters anchors deal sourcing. Select transactions extend into Sun Belt markets, reflecting the broader U.S. demographic and commercial real estate growth trends. There is no public evidence of international lending activity.
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