Broad Reach Retail Partners LLC
Firm details
- Headquarters
- Millersville, Maryland
- CRD number
- 340702
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
Firm profile
FINTRXOverview
Broad Reach Retail Partners LLC is an adviser that primarily serves institutional investors and functions as sponsor, general partner, and managing member of pooled investment vehicles. The firm charges fees as a percentage of assets under management and reports no active engagement with ESG investing. It is classified as an unclassified adviser in the available data, is not designated a capital allocator, and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Michael Castellitto
CRD 8239191
Theodore Kallergis
CRD 5683437
Nathanial Tower
CRD 8239192
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Millersville, MD
Anne Arundel
Location
Millersville, MD
Headquartered in Millersville, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Anne Arundel
- Address
- 1111 Benfield Blvd
- Time zone
- ET (UTC-5)
- Office locations
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