BROADTREE PARTNERS MANAGEMENT, LLC
Firm details
- Headquarters
- Charlotte, North Carolina
- CRD number
- 337682
- Registered since
- December 23, 2025
Firm profile
FINTRXOverview
Broadtree Partners Management, LLC operates as a sponsor and general partner, organizing pooled investment vehicles and serving as their managing member. The firm’s activity centers on raising and managing private funds rather than serving retail advisory clients. Public filings show private equity as the dominant vehicle type it advises, and the firm reports holding controlling interests in the funds it manages—a structure that points to a hands-on, manager-led approach to capital deployment. Broadtree is not identified as an active ESG investor and is not registered as a multi-state adviser. The firm’s organizational posture and stated activities indicate it acts more like a private fund manager and sponsor than a traditional RIA with a retail client base. That governance role—sponsor, GP, managing member—typically involves selecting managers or direct deal teams, setting fund-level strategy, and retaining meaningful economic and governance rights within the funds.
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
Owners & executives
1 of 1JASON ATWELL
Chief Financial Officer & Chief Compliance OfficerCRD 8204473
Contacts
3 of 3Johannes Zwick
Managing PartnerCRD 7198042
Bradley BATTEN
Managing PartnerCRD 7198040
DAVID SLENZAK
Co-Founder and Managing PartnerCRD 7034677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charlotte, NC
MECKLENBURG
Location
Charlotte, NC
Headquartered in Charlotte, NC, anchoring the Charlotte-Concord, NC-SC metro in the South.
- Metro area
- Charlotte-Concord, NC-SC
- Region
- South
- County
- MECKLENBURG
- Address
- 101 S Tryon St
- Time zone
- ET (UTC-5)
- Office locations
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