BROADVIEW MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$303M
Discretionary
$303M
100% of AUM
Avg account
$151M
Accounts
2
Employees
30
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 a limited liability company and operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds and is registered to perform portfolio management for pooled vehicles. It also carries CPO/CTA responsibilities, which indicates an active role in managing and trading commodity-related exposures inside its pooled structures. The firm’s fee schedule combines a percentage-of-AUM component with performance-based fees and other fee arrangements, aligning its compensation with fund performance in addition to asset-based charges. Broadview does not present itself as an ESG-focused manager and its client base is institutional rather than retail or family office capital.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

    Senior Vice PresidentCRD 6710893

  • JASON LOGSDON

    ChairmanCRD 3093110

Wealth teams

FINTRX

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