Broadwood Capital, Inc
- Regulatory AUM
- $1.7B
- Discretionary
- $1.7B
- Clients
- 2
- Avg AUM / client
- $856M
- Accounts
- 1
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Investments (13F portfolio — 6 positions, $1,418,753,916)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Monster Beverage Corp New | COM | $587,490,898 | 8,107,796 | 41.4% | 34.3% |
| 2 | Staar Surgical Co | COM PAR $0.01 | $301,515,845 | 16,123,842 | 21.3% | 17.6% |
| 3 | Axon Enterprise Inc | COM | $294,524,214 | 693,504 | 20.8% | 17.2% |
| 4 | Ishares Tr | RUSSELL 2000 ETF | $117,780,160 | 474,920 | 8.3% | 6.88% |
| 5 | Lineage Cell Therapeutics Inc | COM | $78,306,367 | 49,560,992 | 5.52% | 4.58% |
| 6 | Insight Molecular Dia Inc | COM NEW | $39,136,432 | 11,931,839 | 2.76% | 2.29% |
Top 25 of 6 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $1.7B | 100.0% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $1.2B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Broadwood Partners, L.P. | Hedge Fund | Delaware | $1.2B | 66 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradsher, Neal, Clifton | President / Chief Compliance Officer | Feb 2002 (25y) | 75% or more |
Undisclosed: 0% – 25% 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 (1, $1.2B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Broadwood Partners, L.P. | Hedge Fund | $1.2B | $1.0M | 66 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.18 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗