BROADVIEW MANAGEMENT, LLC
Firm details
- Headquarters
- SAINT LOUIS, Missouri
- CRD number
- 334073
- Registered since
- March 7, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Broadview Management, LLC is organized as a limited liability company and operates as a private equity fund manager focused on pooled investment vehicles for institutional clients. The firm acts as sponsor, general partner and managing member of its funds and is registered to perform portfolio management for pooled vehicles. It also carries CPO/CTA responsibilities, which indicates an active role in managing and trading commodity-related exposures inside its pooled structures. The firm’s fee schedule combines a percentage-of-AUM component with performance-based fees and other fee arrangements, aligning its compensation with fund performance in addition to asset-based charges. Broadview does not present itself as an ESG-focused manager and its client base is institutional rather than retail or family office capital.
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
Contacts
3 of 3JACKSON HUNTER
CRD 3093020
Timothy OConnell
Senior Vice PresidentCRD 6710893
JASON LOGSDON
ChairmanCRD 3093110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAINT LOUIS, MO
SAINT LOUIS
Location
SAINT LOUIS, MO
Headquartered in SAINT LOUIS, MO, anchoring the St. Louis-St. Charles-Farmington, MO-IL metro in the Midwest.
- Metro area
- St. Louis-St. Charles-Farmington, MO-IL
- Region
- Midwest
- County
- SAINT LOUIS
- Address
- 7676 Forsyth Blvd
- Time zone
- CT (UTC-6)
- Office locations
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