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The Breit Group, LLC

● SEC registered since 2025CRD 335020SEC# 801-132479Wrightsville Beach, NC
Export (members)
Reg. AUM
$102.2M
Employees
2
Accounts
57
Location
Wrightsville Beach, NC

The Breit Group, LLC assets under management

The Breit Group, LLC is an SEC-registered investment adviser based in Wrightsville Beach, NC. The firm has been registered since 2025. It reports $102.2 million in regulatory assets under management and employs 2 people.

The Breit Group, LLC owners & executives

4 reported
NameTitleOwnershipSince
Breit Corp ControlOwnerOver 75%2025
Lauren Elizabeth Breitfeller ControlPresident And Chief Compliance OfficerUnder 5%2025
Michael Thomas Breitfeller ControlInvestment AdvisorUnder 5%2025
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Frequently asked questions

How much does The Breit Group, LLC manage?

The Breit Group, LLC reports $102.2 million in regulatory assets under management on its Form ADV.

How many employees does The Breit Group, LLC have?

The Breit Group, LLC reports 2 employees.

Where is The Breit Group, LLC located?

The Breit Group, LLC is based in Wrightsville Beach, NC and has been SEC-registered since 2025.

Does The Breit Group, LLC disclose fund performance?

The Breit Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address96 W Salisbury St, Floor #3, Wrightsville Beach, NC 28480
Phone(704) 502-6069
Office hours9:00 a.m. To 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$102.2M
Non-discretionary$0
Total (RAUM)$102.2M