BROYHILL ASSET MANAGEMENT, LLC

RIASEC RegisteredEst. 2021

Total AUM

$205M

Discretionary

$204M

100% of AUM

Avg account

$2.2M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 120462
Registered since: July 23, 2021
Website: www.broyhillasset.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI47.01%
Investment Companies19.03%
Charitable Organizations18.95%
Pooled Investment Vehicles13.27%
Individuals1.74%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Broyhill Asset Management, LLC is an SEC-registered investment adviser that also operates private pooled vehicles. Registered in 2021 and organized as an LLC with individual ownership, the firm functions as both an independent RIA and a hedge fund sponsor/manager. It positions itself as a capital allocator, serving individual and family clients alongside institutional mandates. Its fee arrangements include asset‑based fees, performance fees and other custom fee structures. The firm provides a range of portfolio management services — for individuals and small businesses, for investment companies and pooled vehicles, and for institutional or business clients — and it also acts in a selection-of-other-advisers capacity. Broyhill serves as a sponsor/GP/managing member on pooled investment vehicles rather than operating as a pension consultant, and it does not self-identify as an active ESG investor.