BROADWOOD CAPITAL, INC
Firm details
- Headquarters
- New York, New York
- CRD number
- 159286
- Registered since
- March 27, 2012
- Website
- www.broadwoodcapital.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Broadwood Capital, Inc. is an SEC-registered hedge fund organized as a corporation and in operation since 2012. The firm is individually owned and serves an institutional client base. Its advisory mandate centers on managing pooled investment vehicles and selecting other managers, consistent with a hedge-fund operating model. Broadwood charges a mix of percentage-of-AUM, fixed, and performance-based fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1NEAL BRADSHER
PresidentCRD 1999282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$118M in ETFs
100%
$118M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL 2000 ETF (IWM) | BlackRock | Passive | Small Blend | $118M | 474,920 | 100.00% |
Location
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
- 156 W 56th St
- Time zone
- ET (UTC-5)
- Office locations
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