/Investor DB

Breakwater Investment Management — Full Portfolio

29 tracked investments · listed companies and verified rows first

Advantage Group Holdingsadvantagegold.com

Advantage Gold helps American investors add physical precious metals — gold, silver, platinum, and palladium bullion coins and bars — to their retirement accounts through Gold IRA rollovers, along with educational resources and one-on-one specialist support.

ConsumerFintech

Alpha Mediaalphamediausa.comApr 2020

Fourth-largest US radio broadcaster with over 250 stations, headquartered in Portland, Oregon.

Portland, US

D. Robert Proffitt(Executive Officer, Director)John Grossi(Executive Officer)inMark Dorman(Director)Paul Stone(Director)Noel Straus(Director)Saif Mansour(Director)

Co-investorsEndeavour Capital

Apex Linenapexlinen.com

Second-largest laundry services provider in the Las Vegas market servicing the hotel and casino industry.

Brown & Settlebandssite.com

B&S is a vertically integrated site development contractor that handles the full lifecycle of preparing raw land for data centers, including excavation, blasting, and utility installation.

Cloud ComputingConstruction Tech

Chemistrychemistryagency.comin𝕏

Chemistry is a creative agency that combines strategy, creative, media, data, and brand thinking to develop breakthrough ideas for brands.

AdTechMarketing TechMedia & Entertainment

Co-investorsMinds Capital

Consensus Orthopedicsin

Designer, manufacturer and distributor of reconstructive total joint implants for hip and knee.

HealthtechEl Dorado Hills, US

Carolyn Hayes(Executive Officer)Barrie Zesiger(Director)Alice Fu(Director)Peter Gerry(Director)Curt Wiedenhoefer(Executive Officer)Colleen Gray(Executive Officer)

Exhale Enterprisesexhalespa.com

Exhale Spa is a spa offering therapeutic massage services including Swedish, deep tissue, sports, and prenatal massages aimed at stress relief, muscle recovery, and relaxation.

Wellness & Fitness

iSatoriisatoritech.com

Developer and marketer of clinically tested nutritional products for weight loss and sports performance (exited 2016).

Loot Cratelootcrate.comin

Loot Crate sells monthly subscription boxes containing collectibles, apparel, and gear themed around movies, TV shows, and franchises such as horror and Harry Potter.

ConsumerDirect to ConsumerE-commerce

Chris Davis(Founder)in

Co-investorsMontage CapitalUpfront Ventures

Matcon Group of Companiesmatcon.ca

Matcon is a construction services company operating in Western Canada, offering excavation, shoring, demolition, environmental contracting, infrastructure construction, and deep foundations.

Construction Tech

Optimus EMRoptimusemr.com

Provider of clinical content and electronic medical records software for post-acute care (sold to Yardi in 2015).

Planet Blueshopplanetblue.com

California-based lifestyle retailer and fashion brand selling apparel, jewelry and accessories via retail and digital channels.

SmartyPantssmartypantsvitamins.comin

SmartyPants makes vitamins and nutritional supplements formulated for kids and adults, including gummy multivitamins, sold direct-to-consumer and through retailers like Amazon.

ConsumerDirect to ConsumerHealthtechWellness & FitnessVenice, US

Courtney Nichols Gould(Executive Officer, Director)Gordon Gould(Executive Officer, Director)

BoardTimm Oberwelland(Director)Charles F Baird, Jr.(Director)Alison Minter(Director)

Co-investorsBalance Point Capital PartnersNorth Castle Partners

TracPatchtracpatch.com

TracPatch develops a wearable surface sensor system and companion apps that monitor at-home rehabilitation metrics such as knee range of motion, steps, temperature, and pain scores.

Digital HealthHealthtechMedical Devices

Training Partners USAtpl-global.com

Provider of workforce training and staffing services for the global energy industry (exited 2013).

Veggie Grillveggiegrill.cominMay 2016

Next Level operates plant-based restaurants across North America, serving vegan burgers and menu items made with an animal-free supply chain, organic vegetables, and non-GMO ingredients.

ConsumerFoodTechImpact & Social GoodSanta Monica, US

Kevin Boylan(Executive Officer, Director)inMatt de Gruyter(Co-founder)inCierra de Gruyter(Co-founder)T. K. Pillan(Founder)inSteve Heeley(Executive Officer, Director)in

BoardRahul Aggarwal(Director)in

Co-investorsBrentwood AssociatesVegInvestLowercase CapitalPowerplant Ventures

yurbudsyurbuds.com

Leading sport earphone company (sold to Harman Kardon in 2014).

Zealot Networkszealotnetworks.com

Venice, US

Daniel E Zappin(Executive Officer, Director)Chad Seymour(Executive Officer, Director)Conn Fishburn(Executive Officer)Robert W Vanech(Executive Officer, Director)Benjamin Parkes(Executive Officer)in

BoardThomas Betts(Director)

Co-investorsHinge Capital

Other

Tracked investments with no reachable website or further public details — typically companies that wound down, renamed, or were absorbed.

Argo TeaBear Down BrandsBleach GroupBMM ComplianceChemistry CommunicationsGlobal Restoration HoldingsHamilton Captive ManagementJones Knowles RitchieOpen Road EntertainmentThe Madera GroupUsfencesolutions

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.