Broadview Management, LLC

RIASEC RegisteredEst. 2025
Total AUM
$330M
Discretionary
$330M
100% of AUM
Avg account
$82.6M
Accounts
4
Employees
31
Advisory reps
3

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 3
  • Jackson Hunter

    CRD 3093020

  • Timothy Oconnell

    Timothy Oconnell

    Senior Vice PresidentCRD 6710893

  • Jason Logsdon

    Jason Logsdon

    ChairmanCRD 3093110

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth