BROADCREST ASSET MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 08/16/2024
Adviser Type - Large advisory firm
Number of Employees 6 -25.00%
of those in investment advisory functions 5 -16.67%
Registration SEC, Approved, 07/23/2021
Other registrations (1)
Former registrations

BROADCREST ASSET MANAGEMENT, LLC

AUM* 400,718,890 51.00%
of that, discretionary 400,718,890 51.00%
Private Fund 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

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Recent News

Reported AUM

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

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$194,992,519
Fund TypePrivate Equity Fund Count5 GAV$257,816,157

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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, 2023, Broadcrest had $400,718,890 in assets under management, all on a discretionary basis.