Broadview Real Estate Partners, LLC (Stamford)

Name: Broadview Real Estate Partners, LLC
Address: 300 Atlantic Street, Stamford, CT, 06901
Telephone: 646-278-9689

Broadview Real Estate Partners, LLC is a large advisory firm based in Stamford. It manages $110.2 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Connecticut and New York.

Broadview Real Estate Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Broadview Real Estate Partners: assets under management

The assets under management (AUM) of Broadview Real Estate Partners, LLC is $110.2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 38% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $110.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $110.2 million each.

Broadview Real Estate Partners has custody of $110.2 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Broadview Real Estate Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Broadview Real Estate Partners serves?

The only and largest group of clients of Broadview Real Estate Partners is pooled investment vehicles with 1 clients and $110.2 million of assets under management. Among the 10 most similar advisory firms, Broadview Real Estate Partners has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $110.2 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Broadview Real Estate Partners also advises several private funds. Namely, one real estate fund.

Careers at Broadview Real Estate Partners, LLC

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lawrence Douglas Ellman	Managing member, managing partner	1 Jun 2018	25% - 50%	6050031
Jason Reid Grossman	Managing member, managing partner	1 Jun 2018	25% - 50%	6050037
Matthew Holmes Medearis	Member, partner, and chief compliance officer	1 Jun 2018	Other	6981528

Based in Stamford

The principal office where Broadview Real Estate Partners, LLC performs its advisory services is located at 300 Atlantic Street, Stamford, CT 06901, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-278-9689. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at broadviewrep.com/ and its LinkedIn profile.