BROADCREST ASSET MANAGEMENT, LLC

other names
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Adviser Profile
As of Date 03/18/2025
Adviser Type - Large advisory firm
Number of Employees 9 12.50%
of those in investment advisory functions 6
Registration SEC, Approved, 07/23/2021
Other registrations (1)
Former registrations

BROADCREST ASSET MANAGEMENT, LLC

AUM* 458,407,407 72.74%
of that, discretionary 458,407,407 72.74%
Private Fund GAV* 535,053,277 18.16%
Avg Account Size 91,681,481 107.29%
SMA’s No
Private Funds 5 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$171,480,400
Fund TypePrivate Equity Fund Count4 GAV$363,572,877

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Brochure Summary