BROADCREST ASSET MANAGEMENT, LLC
Latest filing: Mar 18, 2025 (51 days ago)
AUM
$458,407,407
14% change vs. 1 year ago
42% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
9
50% change vs. 1 year ago
80% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
WINTER PARK, FL
558 W. NEW ENGLAND AVENUE, WINTER PARK, FL, UNITED STATES, 32789
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.5 |
| Institutional | $0.0 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BAM II LLC | $0.0 | - | |
| BAM I, LLC | $0.0 | - | |
| BAM III LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
8 active
| Name | Title |
|---|---|
| BURDEN, JOHN, OLIVER | CEO AND CO-MANAGER |
| HUGHES, JAMES | MANAGING DIRECTOR AND CO-MANAGER |
| DUDLEY, CHARLES, BONDURANT | MANAGING DIRECTOR AND CO-MANAGER |
| BURDEN, RANDY, OLIVER | MEMBER |
| DAVIS, JOSHUA | CHIEF COMPLIANCE OFFICER |
| MUSSO, BRIAN, BIRNEY | MEMBER |
| MUSSO, JOHN, ZACHARY | MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.5 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.1 | 14% | 6 | 3 | 50% |
| 2023-04-04 | $0.3 | $0.2 | 73% | 8 | 1 | 12% |
| 2022-04-01 | $0.3 | $0.1 | 42% | 5 | 4 | 80% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, FL-07/23/2021 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV