Broadreach Capital, LLC

Overview

Broadreach Capital, LLC is a small, equity-focused advisory firm that manages portfolios for individual and family clients as well as small businesses. The firm charges clients a percentage-of-AUM fee and runs discretionary portfolio management as its primary advisory activity. Investment positioning favors liquid, exchange-traded instruments rather than a heavy allocation to private or illiquid strategies, and the firm does not present itself as an active ESG investor. Portfolio construction appears to be centered on direct equity exposure and separately managed accounts (SMAs), with mutual funds used to fill gaps or add diversified exposure where appropriate. Given the firm’s client base and account counts, the approach looks tailored and relationship-driven rather than product-driven, emphasizing individualized portfolio management for a small roster of clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices