# Broadcrest Asset Management, LLC

> Broadcrest Asset Management, LLC is an SEC-registered investment advisory firm in Winter Park, FL, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 287590
- Filed as: BROADCREST ASSET MANAGEMENT, LLC
- Also doing business as: BROADCREST
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winter Park, FL
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/287590
- AdvisorCensus page: https://advisorcensus.com/firm/broadcrest-asset-management-llc-winter-park-fl-287590

## Quick answers

**How is Broadcrest Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Broadcrest Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Broadcrest Asset Management, LLC located?**
Broadcrest Asset Management, LLC's principal office is in Winter Park, FL, according to its Form ADV.

**Is Broadcrest Asset Management, LLC registered with the SEC or a state?**
Broadcrest Asset Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 287590.

**How much does Broadcrest Asset Management, LLC manage?**
Broadcrest Asset Management, LLC reports $415,493,095 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Broadcrest Asset Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Broadcrest Asset Management, LLC: Regulatory assets under management: $247,911,105 in the October 2021 data and $415,493,095 in the October 2026 data, up 68%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Broadcrest Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5).

**Does Broadcrest Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/287590

**What changed in Broadcrest Asset Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 6 to 7. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $415,493,095
- Discretionary: $415,493,095
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 5 | $415,493,095 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 10 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- broadcrest.com
- LinkedIn @broadcrest

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $247,911,105 | 5 | June 25, 2021 |
| October 2022 | $323,808,675 | 5 | September 9, 2022 |
| October 2023 | $265,376,864 | 8 | June 30, 2023 |
| October 2024 | $400,718,890 | 6 | August 16, 2024 |
| October 2025 | $458,407,407 | 9 | March 18, 2025 |
| October 2026 | $415,493,095 | 10 | March 11, 2026 |

Regulatory assets under management: $247,911,105 in the October 2021 data and $415,493,095 in the October 2026 data, up 68%.
Total employees: 5 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Broadcrest Asset Management, LLC (CRD 287590): Form ADV filing data as of October 2026.