Broyhill Asset Management, Llc
- Regulatory AUM
- $205M
- Discretionary
- $204M
- Clients
- 91
- Avg AUM / client
- $2.2M
- Accounts
- 91
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 9 | $3.6M | 1.74% |
| High net worth individuals | 78 | $96.1M | 47.0% |
| Investment companies | 1 | $38.9M | 19.0% |
| Pooled investment vehicles (non-investment companies) | 2 | $27.1M | 13.3% |
| Charitable organizations | 1 | $38.8M | 18.9% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $28.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Broyhill Partners, Lp | Hedge Fund | Delaware | $16.8M | 13 |
| Bam Credit Opportunities Fund | Other Private Fund | South Dakota | $11.4M | 14 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Broyhill, Markham, Hunt | Chairman/Owner | Aug 1998 (28y) | 10% – 25% | |
| Christopher Rocco Pavese | President & Chief Investment Officer | CFA | Oct 2008 (18y) | 75% or more |
| Minges, Kyle, Andrew | Chief Operating Officer/Chief Compliance Officer | Nov 2023 (3y) | Less than 5% | |
| Andrea Marie Sefler | Registered representative | CFA | Apr 2018 (8y) | |
| Patrick Wells | Registered representative | CFA | May 2024 (2y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $28.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Broyhill Partners, Lp | Hedge Fund | $16.8M | $1.0M | 13 |
| Bam Credit Opportunities Fund | Other Private Fund | $11.4M | $500K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/13/2026 | 1.59 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • TAMP MODEL AND DATA FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $56.9M (28% of AUM) Mar 2026
- Charles Schwab & Co. $45.3M (22% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 13, 2026.
View current Form ADV (SEC/IAPD) ↗