BROADCREST ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2021
Total AUM
$415M
Discretionary
$415M
100% of AUM
Avg account
$83.1M
Accounts
5
Employees
10
Advisory reps
4

Firm details

Headquarters
WINTER PARK, Florida
CRD number
287590
Registered since
July 23, 2021
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Broadcrest Asset Management, LLC is an SEC-registered investment manager that combines private equity and hedge fund activity under a single platform. The firm focuses on portfolio management for pooled investment vehicles and acts as a sponsor, general partner and managing member of those vehicles. Its client base is institutional, and its compensation includes both a percentage-of-assets fee and performance-based fees. Broadcrest does not identify as an active ESG investor and is not registered as a multistate adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Joshua Davis

    Chief Financial OfficerCRD 7396423

  • John Burden

    CEOCRD 6760129

Contacts

2 of 2
  • CHARLES DUDLEY

    Managing DirectorCRD 5201962

  • Randy Burden

    MemberCRD 6760132

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WINTER PARK, FL

ORANGE

Location

WINTER PARK, FL

Headquartered in WINTER PARK, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
ORANGE
Address
558 W New England Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth