BROADPARK ADVISORS, LLC

Overview

Broadpark Advisors, LLC is a small, independent registered investment adviser operating as an LLC and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small businesses. Its fee model is flexible, combining percentage-of-AUM billing with hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and one-off planning work. Investment activity tilts to public funds as the core engine of client portfolios, supplemented by targeted allocations to external alternative managers. The firm does not present itself as a capital allocator or as an ESG-focused manager; it also does not operate as a multi-state adviser. Given the concentrated client base and AUM, Broadpark runs a boutique practice that appears oriented toward personalized, custody-led portfolio management rather than large-scale institutional mandates.

Assets & Accounts

Investments & Alternatives

Location & Offices