CRD: 299102
Breachway Investments, LLC
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- Custodian
- Charles Schwab & Company · Merrill Lynch · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Glacier ridgeDelta
- Established Date
- 03-01-2019
- Office Locations
- 1
Office Locations
About Breachway Investments, LLC
Breachway Investments is an independent, fiduciary RIA with offices in West Hartford, CT and Charlestown, RI, offering comprehensive financial planning and investment management. The team coordinates with clients’ accountants and attorneys to implement cohesive plans, serving individuals including business owners and entrepreneurs. Portfolios commonly use ETFs and public funds alongside fixed income, with Schwab as custodian. Founder Joseph P. Curran authored “The Process of Investing,” and the firm cites 39 years of combined experience.
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Owner & Executives
Joseph P Curran
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #3024167
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $164,647,100 | $373,349 |
| Non-Discretionary | $255,721 | $255,721 |
| Total | $164,902,821 | $373,083 |
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Separately Managed Accounts
Total SMA Asset: $164,902,821
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $416,853,520 | 7.1% |
| Equity - Exchange | $1,056,811,740 | 18.0% |
| U.S. Government/Agency | $1,033,327,034 | 17.6% |
| Cash | $422,724,696 | 7.2% |
| Corporate - Investment Grade | $1,045,069,387 | 17.8% |
| Corporate - Non-Investment Grade | $992,228,800 | 16.9% |
| Municipal Bonds | $587,117,633 | 10.0% |
| Sovereign Bonds | $317,043,522 | 5.4% |
| Total | $5,871,176,332 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT CATALYST | SIGNAL SUMMIT | 81BBNDOCD | WYFQM | 1.12% | $54,901,214 |
| ELEMENT FOUNDATION | LEGACY RADIAL | X3XUNVAF9 | ARAP | 4.73% | $39,346,166 |
| HARBOR EAGLE | PRIME BRIDGE | 62I4BUJ08 | PXK | 6.03% | $109,463,569 |
| GLACIER LEGACY WAVE | BEACON TIMBER | 10Y1GMSEK | KUBOH | 3.62% | $27,281,821 |
| GLACIER SUMMIT | TIMBER VERTEX | XRBDQKKGD | LLM | 4.79% | $42,481,277 |
| UNISON NORTH OAK | ATLAS HORIZON | Y4BU0FDDR | DXREY | 5.94% | $63,141,894 |
| DELTA SUMMIT | DELTA CREST | 13GPYOS2X | AWTX | 9.73% | $110,777,927 |
| FOUNDATION PEAK | CAPITAL RIDGE | 5N2U37SOX | JIQ | 7.42% | $48,537,515 |