Broadcrest Asset Management, Llc
- Regulatory AUM
- $415M
- Discretionary
- $415M
- Clients
- 5
- Avg AUM / client
- $83.1M
- Accounts
- 5
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 5 | $415M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $453M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Broadcrest, Lp | Hedge Fund | Florida | $195M | 97 |
| Broadcrest Compost Aggregator, Llc | Private Equity Fund | Delaware | $105M | 12 |
| Broadcrest Committed Capital Fund, Lp | Private Equity Fund | Delaware | $85.8M | 77 |
| Broadcrest Committed Capital Fund Ii, Lp | Private Equity Fund | Delaware | $43.4M | 49 |
| Broadcrest Compost Side Car, Llc | Private Equity Fund | Delaware | $22.0M | 39 |
| Broadcrest Pt Investment Holdings, Lp | Private Equity Fund | Florida | $1.3M | 31 |
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Burden, John, Oliver | Ceo And Co Manager | Sep 2015 (11y) | 25% – 50% | |
| Hughes, James | Managing Director And Co Manager | Sep 2015 (11y) | 25% – 50% | |
| Burden, Randy, Oliver | Member | Oct 2015 (11y) | 5% – 10% | |
| Dudley, Charles, Bondurant | Managing Director And Co Manager | Oct 2015 (11y) | 25% – 50% | |
| Davis, Joshua | Chief Compliance Officer | Sep 2020 (6y) | Less than 5% | |
| Brian Birney Musso | Member | Jan 2022 (5y) | ≈ 2.5% – 7.5% via Zb Investments Llc | |
| Musso, J., Zachary | Member | Jan 2022 (5y) | ≈ 2.5% – 7.5% via Zb Investments Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Zb Investments Llc | Member | Jan 2022 | A | 5% – 10% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brian Birney Musso: 50% – 75% of Zb Investments Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
- Musso, J., Zachary: 50% – 75% of Zb Investments Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
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 (6, $453M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Broadcrest, Lp | Hedge Fund | $195M | $500K | 97 |
| Broadcrest Compost Aggregator, Llc | Private Equity Fund | $105M | $100K | 12 |
| Broadcrest Committed Capital Fund, Lp | Private Equity Fund | $85.8M | $500K | 77 |
| Broadcrest Committed Capital Fund Ii, Lp | Private Equity Fund | $43.4M | $500K | 49 |
| Broadcrest Compost Side Car, Llc | Private Equity Fund | $22.0M | $100K | 39 |
| Broadcrest Pt Investment Holdings, Lp | Private Equity Fund | $1.3M | $50.0K | 31 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 2.13 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
Firm reports it does not have 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 11, 2026.
View current Form ADV (SEC/IAPD) ↗