BROADWING CAPITAL MANAGEMENT LLC

RIASEC RegisteredEst. 2025
Total AUM
$513M
Discretionary
$513M
100% of AUM
Avg account
$85.5M
Accounts
6
Employees
11
Advisory reps
2

Firm details

Headquarters
DALLAS, Texas
CRD number
328881
Registered since
July 28, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Broadwing Capital Management LLC is an SEC-registered investment manager organized as a limited liability company that focuses on pooled investment vehicles. Registered with the SEC in 2025, the firm operates primarily with institutional clients and serves as sponsor, general partner, and managing member of pooled funds. Its advisory work centers on portfolio management for those pooled vehicles. Compensation comes through a combination of asset-based fees and performance-linked fees. Broadwing does not present itself as an active ESG investor and is not structured as a multi-state adviser or pension consultant.

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

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Richard Boisseau

    Co-Founder and PartnerCRD 7824609

  • ELIOT KERLIN

    Managing PartnerCRD 3093050

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

FINTRX

Location

Primary office

DALLAS, TX

DALLAS

Location

DALLAS, TX

Headquartered in DALLAS, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DALLAS
Address
5956 Sherry Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth