BROADVIEW REAL ESTATE PARTNERS, LLC

RIASEC RegisteredEst. 2018

Total AUM

$425M

Discretionary

$425M

100% of AUM

Avg account

$53.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: STAMFORD, Connecticut
CRD number: 297775
Registered since: August 13, 2018
Website: www.broadviewrep.com
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles100%
Services: Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Broadview Real Estate Partners, LLC is a real estate-focused investment manager and sponsor that advises pooled investment vehicles for institutional investors. Registered with the SEC in 2018 as an LLC and owned by individuals, the firm serves a small institutional client base and acts as sponsor, general partner and managing member for its funds. Its advisory activity centers on portfolio management for pooled vehicles rather than one-off discretionary retail accounts. Investment activity is concentrated in real estate equity and real estate-related credit. The firm structures closed-end and pooled real estate funds and charges a combination of asset-based management fees and performance fees, aligning compensation with fund-level returns. Broadview does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant advisor.