Broadwood Capital, Inc
Firm details
- Headquarters
- New York, New York
- CRD number
- 159286
- Registered since
- March 27, 2012
- Website
- www.broadwoodcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Broadwood Capital, Inc. operates as a hedge fund adviser focused on institutional clients. Registered with the SEC in 2012 and owned by an individual, the firm provides portfolio management for pooled investment vehicles and performs selection-of-adviser duties. Its fee mix includes asset-based fees, fixed fees and performance-based fees. Broadwood does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Neal Bradsher
PresidentCRD 1999282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$143M in ETFs
100%
$143M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $143M | 474,920 | 100.00% |
Location
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 156 W 56th St
- Time zone
- ET (UTC-5)
- Office locations
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