BROADVIEW REAL ESTATE PARTNERS, LLC
Latest filing: Mar 31, 2025 (97 days ago)
AUM
$441,271,188
0% change vs. 1 year ago
110% change vs. 3 years ago
115% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
9
0% change vs. 1 year ago
29% change vs. 3 years ago
29% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
STAMFORD, CT
300 ATLANTIC STREET, STAMFORD, CT, UNITED STATES, 6901
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.4 |
| Non-Discretionary | $0.0 |
| Total | $0.4 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.4 |
| Institutional | $0.0 |
| Total | $0.4 |
| 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 |
|---|---|---|---|
| BERKSHIRE REALTY VENTURES FUND, LLC | $0.0 | - | |
| BRVP III GP, LLC | $0.0 | - | |
| BRVP II, GP, LLC | $0.0 | - | |
| BRVP GP, LLC | $0.0 | - | |
| BREP GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
4 active
| Name | Title |
|---|---|
| ELLMAN, LAWRENCE, DOUGLAS | MANAGING MEMBER, MANAGING PARTNER |
| GROSSMAN, JASON, REID | MANAGING MEMBER, MANAGING PARTNER |
| MEDEARIS, MATTHEW, HOLMES | MEMBER, PARTNER |
| DONNELLY, TARA, ELIZABETH | CHIEF COMPLIANCE OFFICER, DIRECTOR OF FINANCE AND OPERATIONS |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.4 | $0.0 | 0% | 9 | 0 | 0% |
| 2025-04-21 | $0.4 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.4 | $0.0 | 0% | 9 | 0 | 0% |
| 2023-04-04 | $0.5 | $0.0 | -7% | 9 | 0 | 0% |
| 2022-04-01 | $0.2 | $0.2 | 110% | 7 | 2 | 29% |
| 2021-04-05 | $0.2 | $0.2 | 125% | 7 | 2 | 29% |
| 2020-04-01 | $0.2 | $0.2 | 115% | 7 | 2 | 29% |
| 2019-04-01 | $0.1 | $0.3 | 300% | 4 | 5 | 125% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CT, CT-09/01/2019 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV