Broadview Real Estate Partners, LLC
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Overview
Broadview Real Estate Partners, LLC is a financial advisory firm located in Stamford, Connecticut. The firm manages $476.4 million in assets under management over seven client accounts, making it one of the bigger firms in the country by assets under management (AUM). The company has a small team, including 6 financial advisors. Broadview Real Estate Partners, LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as stocks, options and bonds.
Broadview Real Estate Partners, LLC manages all of the firm's client assets in a discretionary manner. Discretionary management means that a portfolio manager has the discretion to make transaction choices for the client's account without needing client approval. The investment advisory firm supervises about $68.1 million in assets for each customer account. The typical advisor at Broadview Real Estate Partners, LLC administers around one client account, making it one of the most personalized financial advisor firms in the country.
The company's main office is at 300 Atlantic Street, Stamford, Connecticut 6901. It is permitted to provide services to customers in the state of Connecticut.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Broadview Real Estate Partners, LLC by the Numbers
$476.4 million
9
7
$68.1 million
Fee Structure
Fees for financial advisory services typically depend on which services the firm provides the client. Fees charged by the firm can consist of the following fee structures: asset-based or performance-based. Broadview Real Estate Partners, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its seven customers, Broadview Real Estate Partners, LLC's biggest client type is pooled investment vehicles. None of the firm's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Broadview Real Estate Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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