Broadview Management provides discretionary portfolio management and investment advice to private investment funds. Broadview specializes in investments in middle-market North American businesses and commodity-based investment strategies. Broadview's services are not tailored to the individual needs of any particular investor in a fund. Broadview may enter into side letter agreements with one or more investors in the funds that alter, modify, or change the terms of the interests held by such investors.
Assets Under Management$340M
Clients2
AdvisorsN/A
Avg. per Client$170M
Avg. per AdvisorN/A
Fee Structure
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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