DI
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$11.3M average
Assets Under Management
$56.4M
Fee Structure
This brochure supplement does not contain any fee information. Refer to the Breen Investors LP Brochure for fee details.
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Advisor Information
Office location
2700 Post Oak Boulevard, Suite 1700, Houston, TX, 77056
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Breen Investors LP
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
Breen Investors LP
January 2019 - December 2019 · 11 mos
Breen Investors LP
January 2010 - December 2018 · 8 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.