Broad Reach Investment Management LLP

RIASEC RegisteredEst. 2022

Total AUM

$2.6B

Discretionary

$2.6B

100% of AUM

Avg account

$366M

Accounts

Employees

Advisory reps

Firm details

Headquarters: London,
CRD number: 285755
Registered since: July 21, 2022
Website: www.broadreachllp.com
Custodians: BANK OF NEW YORK MELON, J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles92.92%
Other7.08%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Broad Reach Investment Management LLP is a limited liability partnership that operates as a hedge fund manager for institutional investors. The firm is SEC-registered (since 2022) and serves as a sponsor/GP and as a commodity pool operator/commodity trading advisor (CPO/CTA), providing portfolio management for pooled investment vehicles. Its client relationships are structured around percentage-of-AUM and performance-based fee arrangements. The firm is not flagged as an active ESG investor and does not operate as a multi-state adviser.