# Broadtree Partners Management, LLC

> Broadtree Partners Management, LLC is an exempt reporting adviser in Charlotte, NC, filing reports since 2025. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 337682
- Filed as: BROADTREE PARTNERS MANAGEMENT, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337682
- AdvisorCensus page: https://advisorcensus.com/firm/broadtree-partners-management-llc-charlotte-nc-337682

## Quick answers

**Where is Broadtree Partners Management, LLC located?**
Broadtree Partners Management, LLC's principal office is in Charlotte, NC, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**How does Broadtree Partners Management, LLC report to regulators?**
Broadtree Partners Management, LLC is an exempt reporting adviser, filing reports since 2025. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 337682.

**Does Broadtree Partners 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337682

**What changed in Broadtree Partners Management, LLC's recent Form ADV filings?**
In the January 2026 filing data: Began filing reports as an exempt reporting adviser.

## From the Form ADV filing

### Firm details
- Reporting since: 2025 (0 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Mount Pleasant, SC

### Websites listed on Form ADV (Item 1.I)
- [broadtreepartners.com](https://broadtreepartners.com)
- Facebook @broadtreepartners
- Instagram @broadtreepartners
- LinkedIn @broadtreepartners
- X @BroadtreePE

## Changes in the filing (last 12 months)

### January 2026
- Began filing reports as an exempt reporting adviser.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Broadtree Partners Management, LLC (CRD 337682): Form ADV filing data as of October 2026.