Broadstreet, Capital Partners, LLC (New York)

Broadstreet, Capital Partners, LLC is a large advisory firm based in New York. It manages $400 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.

Broadstreet, Capital Partners provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Broadstreet, Capital Partners: assets under management

The assets under management (AUM) of Broadstreet, Capital Partners, LLC is $400 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $400 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $200 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Broadstreet, Capital 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.

Careers at Broadstreet, Capital Partners, LLC

Ravi Shankar Trehan has been acting as President since 1 Oct 2005. Broadstreet Group Llc joined the executive team most recently as the Sole Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Broadstreet Group Llc	Sole member	1 Oct 2005	75% - 100%	13-4104743
Andrew Porter Smith	Chief compliance officer	1 Oct 2005	Other	1958950
Ravi Shankar Trehan	Director	1 Oct 2005	Other	1767582
Llc Broadstreet Capital Partners Gp	General partner	1 Oct 2005	Other	32-0161711

Based in New York

The principal office where Broadstreet, Capital Partners, LLC performs its advisory services is located at 712 Fifth Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.