BROAD SKY PARTNERS LLC

RIASEC RegisteredEst. 2022
Total AUM
$477M
Discretionary
$477M
100% of AUM
Avg account
$79.5M
Accounts
6
Employees
12
Advisory reps
1

Firm details

Headquarters
New York, New York
CRD number
317966
Registered since
May 2, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Broad Sky Partners LLC is a private-equity–oriented investment firm organized as an LLC and registered with the SEC in 2022. The firm operates primarily as an adviser to pooled investment vehicles, acting at times as sponsor, general partner and managing member of funds it runs. Its client base is institutional, and its compensation uses both a percentage-of-AUM structure and performance-based fees. Broad Sky identifies as an active ESG investor and reports involvement in portfolio management for pooled vehicles rather than individual wealth management or capital allocation duties.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • ADITYA NARAIN

    Finance OperationsCRD 4254041

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

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
34 E 51st St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth