RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 18, 2025
Branch Offices
0
LEI
9845009FD87EM8FAAA19

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Davis, JoshuaICHIEF COMPLIANCE OFFICERNA Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERC Control
Burden, John, OliverICEO AND CO-MANAGERB Control
Burden, John, OliverICEO AND CO-MANAGERB Control
Burden, John, OliverICEO AND CO-MANAGERB Control
Burden, John, OliverICEO AND CO-MANAGERB Control
Burden, John, OliverICEO AND CO-MANAGERB Control
Burden, John, OliverICEO AND CO-MANAGERB Control
Burden, Randy, OliverIMEMBERB
Burden, Randy, OliverIMEMBERB
Burden, Randy, OliverIMEMBERB
Burden, Randy, OliverIMEMBERB
Burden, Randy, OliverIMEMBERB
Burden, Randy, OliverIMEMBERB
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERB Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERB Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERB Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERB Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERB Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERB Control
DUDLEY, CHARLES, BONDURANTIMANAGING DIRECTOR AND CO-MANAGERB Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERB Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERB Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERB Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERB Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERB Control
HUGHES, JAMESIMANAGING DIRECTOR AND CO-MANAGERB Control
MUSSO FAMILY LIMITED PARTNERSHIPDEMEMBERB
MUSSO FAMILY LIMITED PARTNERSHIPDEMEMBERB
MUSSO FAMILY LIMITED PARTNERSHIPDEMEMBERB
MUSSO FAMILY LIMITED PARTNERSHIPDEMEMBERB
TANNER MUSSO & DESCENDENTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTDEMEMBERB
TANNER MUSSO & DESCENDENTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTDEMEMBERB
TANNER MUSSO & DESCENDENTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTDEMEMBERB
TANNER MUSSO & DESCENDENTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTDEMEMBERB
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
Burden, Randy, OliverIMEMBERA
MUSSO FAMILY LIMITED PARTNERSHIPDEMEMBERA
MUSSO FAMILY LIMITED PARTNERSHIPDEMEMBERA
TANNER MUSSO & DESCENDENTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTDEMEMBERA
TANNER MUSSO & DESCENDENTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTDEMEMBERA
ZB INVESTMENTS LLCDEMEMBERA
ZB INVESTMENTS LLCDEMEMBERA
ZB INVESTMENTS LLCDEMEMBERA
ZB INVESTMENTS, LLCDEMEMBERA
ZB INVESTMENTS, LLCDEMEMBERA
ZB INVESTMENTS, LLCDEMEMBERA
ZB INVESTMENTS, LLCDEMEMBERA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
EME ENTERPRISES, INC.DEMUSSO FAMILY LIMITED PARTNERSHIPF Control
EME ENTERPRISES, INC.DEMUSSO FAMILY LIMITED PARTNERSHIPF Control
EME ENTERPRISES, INC.DEMUSSO FAMILY LIMITED PARTNERSHIPF Control
EME ENTERPRISES, INC.DEMUSSO FAMILY LIMITED PARTNERSHIPF Control
EME ENTERPRISES, INC.DEMUSSO FAMILY LIMITED PARTNERSHIPF Control
EME ENTERPRISES, INC.DEMUSSO FAMILY LIMITED PARTNERSHIPF Control
MUSSO, JOHNITANNER MUSSO & DESCENDANTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTF Control
MUSSO, JOHNITANNER MUSSO & DESCENDANTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTF Control
MUSSO, JOHNITANNER MUSSO & DESCENDANTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTF Control
MUSSO, JOHNITANNER MUSSO & DESCENDANTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTF Control
MUSSO, JOHNITANNER MUSSO & DESCENDANTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTF Control
MUSSO, JOHNITANNER MUSSO & DESCENDANTS UTD VINTON BIRNEY IMES JR. CHILDREN'S TRUSTF Control
MUSSO, BRIAN, B.IZB INVESTMENTS, LLCD Control
MUSSO, BRIAN, B.IZB INVESTMENTS, LLCD Control
MUSSO, BRIAN, B.IZB INVESTMENTS, LLCD Control
MUSSO, BRIAN, B.IZB INVESTMENTS, LLCD Control
MUSSO, BRIAN, BIRNEYIZB INVESTMENTS LLCD Control
MUSSO, BRIAN, BIRNEYIZB INVESTMENTS LLCD Control
MUSSO, J., ZACHARYIZB INVESTMENTS, LLCD Control
MUSSO, J., ZACHARYIZB INVESTMENTS, LLCD Control
MUSSO, J., ZACHARYIZB INVESTMENTS, LLCD Control
MUSSO, J., ZACHARYIZB INVESTMENTS, LLCD Control
MUSSO, JOHN, ZACHARYIZB INVESTMENTS LLCD Control
MUSSO, JOHN, ZACHARYIZB INVESTMENTS LLCD Control

Registrations

Federal

IA
Mar 18, 2025 REGISTERED

Notice Filings (1)

FL

Address

558 W. NEW ENGLAND AVENUE
SUITE 250
WINTER PARK, FL 32789
United States
Phone: 407-754-0026