9AT: BROADVIEW REAL ESTATE PARTNERS, LLC

other names

BROADVIEW REAL ESTATE PARTNERS, LLC

Adviser Profile

As of Date	03/31/2026
ADV Location	STAMFORD, CT, United States
Adviser Type - Large advisory firm
Number of Employees	8 -11%
of those in investment advisory functions	6
Registration	SEC, Approved, 08/13/2018

AUM^*	425,076,037 -4%
of that, discretionary	425,076,037 -4%
Private Fund GAV^*	525,076,036 19%
Avg Account Size	53,134,505 -16%
SMA’s	No
Private Funds	9 2
Contact Info	646 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypeReal Estate Fund	Count8	GAV$425,076,036
Fund TypeOther Private Fund	Count1	GAV$100,000,000

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BELAY INVESTMENT GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund97.1m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV97.1m	AUM427.5m	#Funds2
Adviser CWS CAPITAL PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund471.5m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV471.5m	AUM268.4m	#Funds28
Adviser CARTER-HASTON INVESTMENT PARTNERS II GP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund30.8m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund125.0k	Total Private Fund GAV30.9m	AUM367.2m	#Funds5
Adviser CITYMARK CAPITAL MANAGEMENT COMPANY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund582.8m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV582.8m	AUM582.8m	#Funds2
Adviser MAVERICK REAL ESTATE PARTNERS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund360.0m	Real Estate Fund791.8m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM791.8m	#Funds8
Adviser EMET CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund481.8m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV481.8m	AUM481.8m	#Funds5
Adviser CAYETANO DEVELOPMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund666.6m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV666.6m	AUM666.6m	#Funds64
Adviser VIKING PARTNERS ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund375.0m	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV375.0m	AUM375.0m	#Funds9
Adviser NORTHMARQ FUND MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM541.3m	#Funds3
Adviser APEX FINANCIAL ADVISORS, INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM505.1m	#Funds-

Brochure Summary

Overview

Broadview Real Estate Partners, LLC (the “Adviser” or “Broadview”), is a Delaware limited liability company established in 2018. Larry Ellman, Jason Grossman, and Matthew Medearis are the owners of all of the membership interests in the Adviser. The Adviser provides advisory services to its privately offered pooled investment vehicles, Broadview Real Estate Partners Fund, LP and its related feeder fund (“BREP Fund”), BRV Partners Fund I, LP and its related feeder fund (“BRV Fund I”), BRV Partners Fund II, LP and its related feeder fund (“BRV Fund II”), and BRV Partners Funds III, LP (collectively the “Funds”). The Adviser may provide advisory services to additional pooled investment vehicles and other types of clients in the future. The primary focus of the Adviser’s advisory business is sourcing, underwriting, structuring, closing, and managing the Fund’s investments in real estate operating companies and real-estate related investments, in accordance with

the strategies set forth in the Fund’s offering documents and/or governing documents and agreements (collectively, “Governing Documents”). For a more extensive description of the Funds and the investment strategies that the Adviser uses in formulating investment advice and managing its Fund’s assets, please see Item 7 and Item 8 below. The Funds do not impose restrictions on the Adviser in relation to investing in certain securities or types of securities, except as may be set forth in their respective Governing Documents. If provided in the Fund’s Governing Documents, the application of certain of such restrictions may be waived, generally only with the approval of an “Advisory Committee” of the Funds, if applicable. The Fund’s Advisory Committee is generally comprised of representatives of a number of the underlying investors (each, an “Underlying Investor”) of the Funds. As of December 31, 2023, the Adviser manages $440,935,813 in discretionary assets.

BROADVIEW REAL ESTATE PARTNERS, LLC

Adviser Profile

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Brochure Summary

Overview