BROAD REACH INVESTMENT MANAGEMENT LLP
Firm details
- Headquarters
- LONDON,
- CRD number
- 285755
- Registered since
- July 21, 2022
- Website
- www.broadreachllp.com
- Custodians
- BANK OF NEW YORK MELON, J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles93.43%
- Other6.57%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Broad Reach Investment Management LLP is organized as a limited liability partnership and operates as a hedge-fund manager focused on institutional clients. The firm is SEC-registered (since 2022) and describes its principal business roles as a CPO/CTA and portfolio manager for pooled investment vehicles. It also serves as sponsor/GP/managing member of pooled vehicles rather than acting as a broad capital allocator. Client engagements are compensated through a mix of asset-based fees and performance-based fees, and the firm reports it is not an active ESG investor. Ownership is listed as individual, and the adviser is not identified as a related adviser to other firms.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents49%
- US Government Bonds43%
- Non-Investment Grade Corp Bonds5%
- Derivatives3%
Owners & executives
3 of 3Edward Steel
Partner, Chief Operating OfficerCRD 6722891
STUART MCKAY
CFO & CCOCRD 7580949
Wickens Bradley
CEO and PartnerCRD 6722481
Contacts
2 of 2Paulo Remiao
Founding Partner and Portfolio ManagerCRD 6722890
DANIEL WORTH
Partner, Portfolio ManagerCRD 4310268
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LONDON, null
Location
LONDON, null
Headquartered in LONDON, null.
- Address
- 20 Air St
- Office locations
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