BROADVIEW REAL ESTATE PARTNERS, LLC
Adviser information for BROADVIEW REAL ESTATE PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 9 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 7 | $440.9M |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $440.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 7 | $440.9M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-113817 |
|---|---|
| SEC ERA File Number | 801-113817 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297775 |
| Legal Entity Identifier | None |
Principal Office
300 ATLANTIC STREETSUITE 310
STAMFORD
CT
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: 646-278-9689, Fax: None
Chief Compliance Officer
TARA DONNELLY
CHIEF FINANCIAL OFFICER
300 ATLANTIC STREET
SUITE 310
STAMFORD
CT
United States
Tel:
646-278-6113
T********@***************M
(Full email address available in API data)
Regulatory Contact
MATTHEW MEDEARIS
MANAGING PARTNER
300 ATLANTIC STREET
SUITE 310
STAMFORD
CT
United States
Tel:
646-278-9692
M********@***************M
(Full email address available in API data)
Industry Affiliates
| BERKSHIRE REALTY VENTURES FUND, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BREP GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRVP GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRVP II, GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| BRVP III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| BROADVIEW REAL ESTATE PARTNERS FUND, LP | Real Estate Fund | $194.3M | $0.0M | 16 |
| BRV PARTNERS FUND I, LP | Real Estate Fund | $109.3M | $0.0M | 19 |
| BRV PARTNERS FUND II, LP | Real Estate Fund | $67.0M | $0.0M | 14 |
| BRV PARTNERS FUND III, LP | Real Estate Fund | $70.4M | $0.0M | 9 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| ELLMAN, LAWRENCE, DOUGLAS | Individual | – | MANAGING MEMBER, MANAGING PARTNER | 06/2018 | 25-50% |
| GROSSMAN, JASON, REID | Individual | – | MANAGING MEMBER, MANAGING PARTNER | 06/2018 | 25-50% |
| MEDEARIS, MATTHEW, HOLMES | Individual | – | MEMBER, PARTNER | 06/2018 | 10-25% |
| DONNELLY, TARA, ELIZABETH | Individual | – | CHIEF COMPLIANCE OFFICER, DIRECTOR OF FINANCE AND OPERATIONS | 03/2020 | < 5% |