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Lucas William Mansberger

Investment Adviser Representative at BREAKWATER CAPITAL

Kalamazoo, MICRD #7623920Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
4 yrs
States Registered
1 states

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Lucas William Mansberger has worked in the securities industry since 2022. They are registered to provide investment advisory services in Michigan.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Michigan

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $3,000,0001.00%
$3,000,001 - $5,000,0000.80%
$5,000,001 - $10,000,0000.70%
Above $10,000,0000.60%
Account minimum: $250,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Breakwater Capital Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BREAKWATER CAPITALCurrent
9/23/2022Kalamazoo, MI

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BREAKWATER CAPITAL

1 other advisor in the directory

View BREAKWATER CAPITAL firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lucas William Mansberger has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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