BROADCREST ASSET MANAGEMENT, LLC
CRD #287590 SEC #801-121865 WINTER PARK, FL 407-754-0026
SEC Registered Private Funds
Total AUM
$458.4M
Discretionary
$458.4M
Employees
9
Clients
--
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $458.4M | $458.4M | $0 | 9 | 0 |
| Aug 2024 | $400.7M | $400.7M | $0 | 6 | 0 |
| Mar 2024 | $400.7M | $400.7M | $0 | 6 | 0 |
| Jun 2023 | $265.4M | $265.4M | $0 | 8 | 0 |
| Mar 2023 | $265.4M | $265.4M | $0 | 8 | 0 |
| Mar 2023 | $265.4M | $265.4M | $0 | 8 | 0 |
| Oct 2022 | $323.8M | $323.8M | $0 | 5 | 0 |
| Sep 2022 | $323.8M | $323.8M | $0 | 5 | 0 |
| Mar 2022 | $323.8M | $323.8M | $0 | 5 | 0 |
| Jun 2021 | $247.9M | $247.9M | $0 | 5 | 0 |
DateMar 2025
Total AUM$458.4M
Discretionary$458.4M
Non-Disc.$0
Employees9
Clients0
DateAug 2024
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$400.7M
Discretionary$400.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2023
Total AUM$265.4M
Discretionary$265.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$265.4M
Discretionary$265.4M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$265.4M
Discretionary$265.4M
Non-Disc.$0
Employees8
Clients0
DateOct 2022
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$323.8M
Discretionary$323.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2021
Total AUM$247.9M
Discretionary$247.9M
Non-Disc.$0
Employees5
Clients0