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Adviser Profile

As of Date 06/26/2024
Adviser Type - Large advisory firm
- Outside the United States
Number of Employees 23 43.75%
of those in investment advisory functions 5
Registration SEC, Approved, 7/21/2022
Other registrations (1)
Former registrations

BROAD REACH INVESTMENT MANAGEMENT LLP

AUM* 1,849,037,774 143.60%
of that, discretionary 1,849,037,774 143.60%
Private Fund GAV* 1,640,501,664 116.13%
Avg Account Size 264,148,253 108.80%
SMA’s No
Private Funds 3 1
Contact Info +44 xxxxxxx
Websites

Client Types

- Pooled investment vehicles
- Other

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
759M 651M 542M 434M 325M 217M 108M
2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count3 GAV$1,640,501,664

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Brochure Summary

Overview

Broad Reach Investment Management LLP Broad Reachwe usourFirm organised as a limited liability partnership under the laws of the United Kingdom. Broad Reach was incorporated on 9th February 2016. Broad Reach will provide discretionary investment management services to qualified investors through its private funds:
• Broad Reach Master Fund
• Broad Reach (US) Fund LP (a feeder fund Delaware domiciled)
• Broad Reach Fund Limited (a feeder fund Cayman domiciled)
• Broad Reach Explorer Master Fund
• Broad Reach Explorer Fund LP (a feeder fund Delaware domiciled)
• Broad Reach Explorer Fund Limited (a feeder fund Cayman domiciled) Fund Following registration with the SEC, Broach Reach intend to manage separately managed accounts. We serve as the investment adviser, with discretionary trading authority, to private, pooled investment vehicles, the securities of which are offered through a private placement memorandum to accredited investors, as defined under the Securities Act of 1933, as amended, and qualified purchasers, as defined under the Investment Company Act of 1940, as amended. We do not tailor our advisory services to the individual needs of any particular
investor. Following registration with the SEC, Broad Reach intends to manage the following private, pooled investment vehicles:
• Broad Reach Master Fund Limited, a Cayman Islands exempted limited
• Broad Reach (US) Fund LP, a Delaware limited partnership (the
• Broad Reach Fund Limited, a Cayman Islands exempted company (the
• Broad Reach Explorer Master Fund Limited, a Cayman Islands
• Broad Reach Explorer Fund LP a Delaware limited partnership (the
• Broad Reach Explorer Fund Limited, a Cayman Islands exempted company (the ) The Master Funds, the Onshore Funds and the Offshore Funds are herein each FundClient collectively referred to as the Funds Clients The Onshore Fund s Limited Partners and the ShareholdersInvestors appropriate. Our investment decisions and advice with respect to the Funds are subject to each investment objectives and guidelines, as set forth in its respective Private Placement Memorandums We do not currently participate in any Wrap Fee Programs. Regulatory Assets Under Management Currently, Broach Reach Investment Management LLP has $759,051,362 in assets managed on a discretionary basis.