Broadspan Asset Management LLC

Overview

Broadspan Asset Management LLC is a small, owner-operated limited liability company that provides portfolio management services oriented toward businesses and institutional clients. The firm’s registered activities emphasize selling financial products and delivering discretionary portfolio management rather than acting as a traditional multi-state advisory platform. Broadspan is not positioned as an ESG-focused manager and does not identify as a capital allocator running pooled vehicles; its model appears centered on direct client advisory and third-party investment access. The firm charges fees on a percentage-of-assets basis and may also employ performance-based fee arrangements, suggesting it structures compensation to align with client outcomes in some mandates. Broadspan maintains an affiliation with a broker-dealer, which supports its product distribution and execution capabilities. The adviser’s owner-type is individual, indicating a closely held management structure rather than a larger institutional chain.

Assets & Accounts

Investments & Alternatives

Location & Offices