Broad Reach Retail Partners LLC

RIASEC Registered

Total AUM

$309M

Discretionary

$309M

100% of AUM

Avg account

$10.7M

Accounts

29

Employees

18

Advisory reps

3

Firm details

Headquarters: Millersville, Maryland
CRD number: 340702
Registered since: August 24, 2026
Website: www.broadreachretail.com
Fee structure: Percentage of AUM
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Broad Reach Retail Partners LLC is a limited liability company operating as an institutional registered investment adviser. The firm registered with the SEC in 2026 and works predominantly with institutional clients under a percentage-of-AUM fee model. Its advisory mandate centers on portfolio management for pooled investment vehicles, and it also acts as a sponsor, general partner, and managing member of those pooled vehicles. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

2 of 2

Michael Castellitto
Partner and Chief Operating OfficerCRD 8239191
Theodore Kallergis
Chief Financial OfficerCRD 5683437

Contacts

1 of 1

Nathanial Tower
PrincipalCRD 8239192

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

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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