Broadwood Capital, INC

Fee-Only (% of Portfolio)Fixed/Hourly

Broadwood Capital is an investment advisor that manages money for a pooled investment vehicle called Broadwood Partners, L.P., intended for sophisticated investors. They also advise a pooled investment vehicle serving members of a single-family group on a non-discretionary basis, meaning they don't have the authority to make trades without asking first. Broadwood Capital does not directly manage investments for individual investors.

Assets Under Management$1.3B
Clients2
AdvisorsN/A
Avg. per Client$660M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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