BROADSCALE GROUP LLC

Exempt Reporting AdvisorFINRA MemberEst. 2020
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
New York, New York
CRD number
307523
Registered since
May 4, 2020

Firm profile

FINTRX

Overview

Broadscale Group LLC is a privately held investment manager organized as an LLC and registered with the SEC in 2020. The firm acts primarily as a sponsor, general partner and managing member of pooled investment vehicles, with its activity concentrated in advising and operating private funds rather than serving retail advisory accounts. Its managerial role indicates the firm takes active responsibility for deal sourcing, capital deployment decisions and governance of underlying portfolio companies through its pooled vehicles. The firm's fund activity is dominated by venture capital strategies. That focus shapes its allocation priorities toward private-company equity and the operational work associated with managing private funds (capital calls, LP reporting, exits and distributions). Broadscale appears structured around fund sponsorship and GP responsibilities rather than providing broad advisory services to individual retail clients.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • ANDREW SHAPIRO

    Founder & Managing PartnerCRD 7251215

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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
430 Park Ave
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth