SourcingSourcing

BREACH INLET CAPITAL MANAGEMENT, LLC

C41
CRD 282056·SEC 801-130497·MT. PLEASANT, SC
AUM
$227.7M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$683K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BREACH INLET CAPITAL MANAGEMENT, LLC
CRD
282056
SEC file #
801-130497
EIN
475493198
DBA names
—

Economics

AUM
$227.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$153.6M → $227.7M▲ +48%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
MT. PLEASANT SC
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
breachinletcap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COLVIN, CHRISTOPHER, DENNIS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
COLVIN, CHRISTOPHER, DENNIS
Finnerty, Brendan
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BREACHINLETCAP.COM
Rdap Domain Creation Date
2015-11-04T15:37:04Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002009914
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2024-02-14
Edgar Last Filing Date
2026-05-15
Edgar 13f Count
10
Edgar 13f Latest AUM Estimate
Filing Date2026-05-15
Accession0002009914-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Goldman Sachs4
E*trade4
Edgar Addresses
Mailing
75 PORT CITY LANDINGSUITE 110MT. PLEASANT, SC 29464
Business
75 PORT CITY LANDINGSUITE 110MT. PLEASANT, SC 29464
Edgar EIN
475493198
Edgar Recent Filings
13F-HR2026-05-15 · 0002009914-26-000002
13F-HR2026-02-17 · 0002009914-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-04T15:37:04Z
Rdap Domain Last Changed
2025-11-05T16:46:06Z
Rdap Nameservers
Ns1.wordpress.comNs2.wordpress.comNs3.wordpress.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4997698
Trust Company Affiliate
No

People (2)

2
COLVIN, CHRISTOPHER, DENNIS
IAR · Direct Owner · 87.5%
4997698
Brendan Finnerty
Executive Officer · 2.5%
6769112