Broad Reach Investment Management Llp
- Regulatory AUM
- $2.6B
- Discretionary
- $2.6B
- Clients
- 7
- Avg AUM / client
- $366M
- Accounts
- 7
- Employees
- 29
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $2.4B | 92.9% |
| Other | 1 | $181M | 7.08% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $1.6B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Broad Reach Explorer Master Fund Lp master | Hedge Fund | Cayman Islands | $771M | 48 |
| Broad Reach Master Fund Lp master | Hedge Fund | Cayman Islands | $749M | 36 |
| Broad Reach Frontier Opportunity Master Fund Lp | Hedge Fund | Cayman Islands | $121M | 16 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bradley, Wickens, James | Owner, Partner, Chief Investment Officer | Feb 2016 (11y) | 50% – 75% | |
| Remiao, Paulo, Cesar | Partner | Feb 2016 (11y) | 10% – 25% | |
| Steel, Edward, Thomas | Partner, Chief Operating Officer, Chief Risk Officer | Aug 2016 (10y) | 10% – 25% | |
| Worth, Daniel, Alan | Partner | Oct 2019 (7y) | 5% – 10% | |
| Mckay, Stuart, Ramsay | Chief Compliance Officer | Nov 2020 (6y) | Less than 5% |
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 (3, $1.6B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Broad Reach Explorer Master Fund Lp | Hedge Fund | $771M | $5.0M | 48 |
| Broad Reach Master Fund Lp | Hedge Fund | $749M | $5.0M | 36 |
| Broad Reach Frontier Opportunity Master Fund Lp | Hedge Fund | $121M | $5.0M | 16 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/29/2026 | 1.79 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
Services
- • Portfolio management for pooled investment vehicles
Custody
Reported custodians
- BNY Mellon $86.4M (3% of AUM) Jun 2026
- J.P. Morgan $56.5M (2% of AUM) Jun 2026
- Goldman Sachs $25.5M (1% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 29, 2026.
View current Form ADV (SEC/IAPD) ↗