BROADCREST ASSET MANAGEMENT, LLC

other names
  • BROADCREST ASSET MANAGEMENT, LLC
  • BROADCREST

Adviser Profile
As of Date 03/11/2026
ADV Location WINTER PARK, FL, United States
Adviser Type - Large advisory firm
Number of Employees 10 67%
of those in investment advisory functions 7 40%
Registration SEC, Approved, 07/23/2021
Other registrations (1)
Former registrations

BROADCREST ASSET MANAGEMENT, LLC

AUM* 415,493,095 4%
of that, discretionary 415,493,095 4%
Private Fund GAV* 491,638,293 -8%
Avg Account Size 83,098,619 24%
SMA’s No
Private Funds 7 1
Contact Info 407 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

Reported AUM

324M 278M 231M 185M 139M 93M 46M
2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$137,010,990
Fund TypePrivate Equity Fund Count5 GAV$347,427,303
Fund TypeOther Private Fund Count1 GAV$7,200,000

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Brochure Summary