BROADTREE PARTNERS MANAGEMENT, LLC
CRD #337682 SEC #802-135228 CHARLOTTE, NC 704-228-1262
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Dec 23, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATWELL, JASON, ROGER | I | CHIEF FINANCIAL OFFICER / CHIEF COMPLIANCE OFFICER | NA | |
| BATTEN, BRADLEY, TSUN WEN | I | GENERAL PARTNER | C | Control |
| SLENZAK, DAVID, JOSEPH | I | MANAGING MEMBER | C | Control |
| ZWICK, JOHANNES, EDUARD | I | GENERAL PARTNER | C | Control |
Registrations
Federal
ERA
Dec 23, 2025 REGISTERED
Address
101 S. TRYON STREETSUITE 2700
CHARLOTTE, NC 28280
United States
Phone: 704-228-1262