Broadcore Investments LP
RIAState Registered
Total AUM
$13M
Discretionary
$13M
100% of AUM
Avg account
$2.2M
Accounts
6
Employees
3
Advisory reps
3
Firm details
- Headquarters
- ,
- CRD number
- 165674
- Registered since
- July 29, 2016
- Custodians
- MORGAN STANLEY & CO. LLC, PRINCIPAL SECURITIES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.57%
- Pension & Profit Sharing Plans40.43%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Broadcore Investments Lp operates as a limited partnership, focusing on portfolio management for both individuals and small businesses, as well as for larger institutions. Established in 2016, the firm caters primarily to individual and family clients, employing a fee structure based on a percentage of assets under management. While it does not actively engage in ESG investing, Broadcore Investments Lp has carved out a niche in managing discretionary assets, demonstrating a commitment to personalized investment strategies.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities86%
- Cash & Cash Equivalents14%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Clearview Financial Strategies LLC
RIAAUM $13MTEAM 1REPS 1
Revision Wealth Management LLC
RIAGainesville, FL
AUM $13MTEAM 4REPS 3
Evergreen Investment Management, LLC
RIAAUM $13MTEAM 1REPS 1
Keaton Capital Management L.L.C.
RIAAUM $13MTEAM 1REPS 1
BE Investment Management
RIAAUM $13MTEAM 1REPS 1
Argos Global Advisors, LLC
RIASanta Barbara, CA
AUM $13MTEAM 3REPS 3