BROADCREST ASSET MANAGEMENT, LLC other names

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Adviser Profile

As of Date:

03/22/2024

Adviser Type:

- Large advisory firm

Number of Employees:

6 -25.00%

of those in investment advisory functions:

5 -16.67%

Registration:

SEC, Approved, 7/23/2021

Other registrations (1)
Former registrations

BROADCREST ASSET MANAGEMENT, LLC

AUM:

400,718,890 51.00%

of that, discretionary:

400,718,890 51.00%

GAV:

452,808,676 54.29%

Avg Account Size:

66,786,482 51.00%

SMA’s:

NO

Private Funds:

6

Contact Info

407 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News



Private Funds Structure

Fund Type Count GAV
Hedge Fund 1 $194,992,519
Private Equity Fund 5 $257,816,157

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Private Funds



Employees




Brochure Summary

Overview

Broadcrest Asset Management, LLC (“Broadcrest” or the “Firm”) was formed in June 2015 as a Florida limited liability company. John O. Burden, Sr., Charles B. Dudley and James A. Hughes, Jr. are the controlling owners and co-managers of the firm. The Firm's investment advisory services consists of managing the investment portfolios of private funds (each a “Fund” and, collectively, the “Funds”) that are exempt from registration under certain exemptions of the Investment company Act of 1940. The common investment
objectives of the Funds are to provide its investors with long-term capital appreciation by acquiring a portfolio of investments at a sufficient discount to intrinsic value. Each Fund's investment objectives and limitations are described in the respective Fund's confidential private placement memorandum (the "PPM"), which is provided to each prospective Fund investor prior to their investment. As of December 31, 2022, Broadcrest had $265,376,864 in assets under management, all on a discretionary basis.