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Daniel Anthony Breen III

Breen Investors LP
15 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Breen Investors LP
Compensation
Fee-Only (AUM)
Firm Size
2 advisors
Number of Clients
5 clients
Average Client Portfolio
$11.3M average
Assets Under Management
$56.4M

Location

2700 Post Oak Boulevard, Suite 1700, Houston, TX, 77056

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History

Regulatory 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.

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Employment History
Current Registrations
Breen Investors LP
March 2020 - Present · 5 yrs 11 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.