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Managing Director and Co-Manager · Broadcrest Asset Management, LLC

Charles B. Dudley

CRD 5201962 · Named on Form ADV at one SEC-registered adviser

At a glance

Broadcrest Asset Management, LLC, an SEC-registered private fund adviser based in Winter Park, FL with $415 million in regulatory assets, lists Charles B. Dudley on its Form ADV as Managing Director and Co-Manager, a control person.

Firms and roles

AtlasMembers

Charles’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • John O. BurdenCEO and Co-Manager, Broadcrest Asset Management, LLC
  • Randy O. BurdenMember, Broadcrest Asset Management, LLC
  • Joshua DavisChief Financial Officer & Chief Compliance Officer, Broadcrest Asset Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Charles’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.