Broadview Management, LLC
Firm details
- Headquarters
- Saint Louis, Missouri
- CRD number
- 334073
- Registered since
- March 7, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Broadview Management, LLC is organized as an LLC and is classified as a private equity fund that primarily serves institutional clients. The firm reports SEC registration effective 2025 and is owned by a combination of a domestic entity and an individual. Its business mix includes acting as a sponsor, general partner, and managing member of pooled investment vehicles; it also identifies as a commodity pool operator or commodity trading advisor (CPO/CTA). Advisory activity centers on portfolio management for pooled vehicles rather than one-off advisory mandates. Compensation appears to follow a private-fund style structure that includes both percentage-of-assets and performance-based fees, along with other fee components. The firm is not positioned as a capital allocator in the sense of a multi-manager allocator, and it does not describe itself as an active ESG investor.
Assets & Accounts
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
Contacts
3 of 3Jackson Hunter
CRD 3093020

Timothy Oconnell
Senior Vice PresidentCRD 6710893

Jason Logsdon
ChairmanCRD 3093110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Louis, MO
Saint Louis
Location
Saint Louis, MO
Headquartered in Saint Louis, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- Saint Louis
- Address
- 7676 Forsyth Blvd
- Time zone
- CT (UTC-6)
- Office locations
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