BROAD REACH INVESTMENT MANAGEMENT LLP

RIASEC RegisteredEst. 2022
Total AUM
$3B
Discretionary
$3B
100% of AUM
Avg account
$370M
Accounts
8
Employees
26
Advisory reps
5

Firm details

Headquarters
LONDON,
CRD number
285755
Registered since
July 21, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 49%, US Government Bonds 43%, Non-Investment Grade Corp Bonds 5%, Derivatives 3%49%
  • Cash & Cash Equivalents49%
  • US Government Bonds43%
  • Non-Investment Grade Corp Bonds5%
  • Derivatives3%

Owners & executives

3 of 3
  • Edward Steel

    Partner, Chief Operating OfficerCRD 6722891

  • STUART MCKAY

    CFO & CCOCRD 7580949

  • Wickens Bradley

    CEO and PartnerCRD 6722481

Contacts

2 of 2
  • Paulo Remiao

    Founding Partner and Portfolio ManagerCRD 6722890

  • DANIEL WORTH

    Partner, Portfolio ManagerCRD 4310268

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LONDON, null

Location

LONDON, null

Headquartered in LONDON, null.

Address
20 Air St
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth