POINT BREAK CAPITAL MANAGEMENT LLC

3550 Biscayne Blvd.
Suite 600
Miami, Florida 33137
Tel: 786-226-8211

About POINT BREAK CAPITAL MANAGEMENT LLC

POINT BREAK CAPITAL MANAGEMENT LLC, formally registered with the SEC as POINT BREAK CAPITAL MANAGEMENT LLC. The firm was established in 07/10/2012. They have over 2 offices throughout the country.

POINT BREAK CAPITAL MANAGEMENT LLC is a Miami, Florida based Financial Planning firm with nearly $1,597,462,890 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	164213
SEC#	801-76892
Assets Managed by Firm	$1,597,462,890
No. of Clients	1
No. of Advisors	11

Fee Structure

Fixed fees
Other (SEE NOTE 1 ON SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	1	$1,597,462,890

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