Broadcrest Asset Management, LLC

Fee-Only (% of Portfolio)

Broadcrest Asset Management manages investment portfolios for private funds. Broadcrest aims to achieve long-term capital appreciation by investing in opportunities with attractive cash returns, durable competitive advantages, and owner-operator management. Broadcrest employs a strict approach to diligence and underwriting over a long-term time horizon, resulting in a relatively concentrated portfolio of investments in quality businesses.

Assets Under Management$460M
Clients5
AdvisorsN/A
Avg. per Client$92M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Broadcrest Asset Management manages investments for private funds and receives an annual management fee, paid quarterly in advance. The specific fee amount and calculation method are detailed in each fund's advisory agreement and other documentation provided to investors before they invest. Fees may vary between funds and among investors within the same fund.

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Broadcrest Asset Management, LLC | TrueAdvisor