Broad Reach Retail Partners LLC

Fee-Only (% of Portfolio)

Broad Reach Retail Partners manages private investment funds that focus on acquiring, redeveloping, and leasing grocery-anchored retail shopping centers. The firm typically takes a controlling interest in these properties and implements a 3-to-5-year redevelopment strategy. Because Broad Reach Retail Partners exclusively manages private funds for institutional or pooled investors rather than individual accounts, individual financial planning, investment management for individual portfolios, and retail advisory services are not offered.

Assets Under Management$310M
Clients29
AdvisorsN/A
Avg. per Client$11M
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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Broad Reach Retail Partners LLC - Fees, AUM & Advisors | TrueAdvisor