BROADWOOD CAPITAL, INC

other names
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Adviser Profile
As of Date 08/13/2024
Adviser Type - Large advisory firm
Number of Employees 5 -28.57%
of those in investment advisory functions 4 -20.00%
Registration SEC, Approved, 3/27/2012
AUM* 1,224,233,537 -5.91%
of that, discretionary 1,224,233,537 -5.91%
Private Fund GAV* 1,224,233,537 -5.91%
Avg Account Size 1,224,233,537 -5.91%
SMA’s No
Private Funds 1
Contact Info 212 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 793M 529M 264M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$1,224,233,537

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker61174X109 Stock NameMONSTER BEVERAGE CORP NEW $ Position$432,786,147 % Position33.00% $ Change4.00% # Change0.00%
Stck Ticker852312305 Stock NameSTAAR SURGICAL CO $ Position$400,047,212 % Position31.00% $ Change-22.00% # Change0.00%
Stck Ticker05464C101 Stock NameAXON ENTERPRISE INC $ Position$303,720,775 % Position23.00% $ Change36.00% # Change0.00%
Stck Ticker464287655 Stock NameISHARES TR $ Position$114,845,129 % Position9.00% $ Change0.00% # Change-8.00%
Stck Ticker53566P109 Stock NameLINEAGE CELL THERAPEUTICS IN $ Position$37,720,461 % Position3.00% $ Change-9.00% # Change0.00%
Stck Ticker68235C206 Stock NameONCOCYTE CORP $ Position$14,047,838 % Position1.00% $ Change-3.00% # Change0.00%
Stck Ticker81751A108 Stock NameSERINA THERAPEUTICS INC $ Position$570,115 % Position0.00% $ Change-30.00% # Change0.00%

Brochure Summary

Overview

The Adviser is an investment adviser with its principal place of business in New York, New York. The Adviser was formed in February 2002 and commenced operations as an investment adviser in June 2002. The Adviser is registered as an investment adviser with the SEC. Neal C. Bradsher is the principal owner of the Adviser. The Adviser provides the following advisory services both on a discretionary and non-discretionary basis to two clients. The Adviser provides investment advisory services on a discretionary basis to Broadwood Partners, L.P. (“BPLP” or the “Partnership”), a pooled investment vehicle intended for sophisticated investors. The Adviser also provides investment advisory services on a non-discretionary basis to a pooled investment vehicle serving members of a single-family group (the “Non-Discretionary Advisory Account”).
The Adviser is one of several investment advisers providing investment advisory services to the Non- Discretionary Advisory Account and the Adviser does not provide continuous and regular supervisory or management services to the Non-Discretionary Advisory Account. Other than these two clients, the Adviser has no other business activities. The Adviser provides advice to its client accounts based on specific investment objectives and strategies. Discretionary management clients may not impose restrictions on investing in certain securities or certain types of securities. The Adviser does not participate in wrap-fee programs. As of December 31, 2023, the Adviser managed $1,224,233,537 (with $1,040,233,602 of net equity) on a discretionary basis and advised the Non-Discretionary Advisory Account which had assets of $538,617,924.