Broadview Management, Llc
SEC-registered
Private Fund Manager · Small ($100M–$1B)
CRD 334073
· SEC file 801-132028
· St. Louis, MO
· www.broadviewgroup.com
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ADV data as of Jul 31, 2026
- Regulatory AUM
- $330M
- Discretionary
- $330M
- Clients
- 4
- Avg AUM / client
- $82.6M
- Accounts
- 4
- Employees
- 31
AUM over time
$303M
$335M
Jan 24, 2025
Jul 31, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 4 | $330M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.42 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
- • BOARD FEES; MANAGEMENT SERVICES FEES; DILIGENCE OR CLOSING FEES
Services
- • Portfolio management for pooled investment vehicles
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: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗