Chief Financial Officer & Chief Compliance Officer · Broadcrest Asset Management, LLC
Joshua Davis
CRD 7396423 · 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 Joshua Davis on its Form ADV as Chief Financial Officer & Chief Compliance Officer, a control person.
Firms and roles
- Broadcrest Asset Management, LLCChief Financial Officer & Chief Compliance OfficerPrivate fund adviser · Winter Park, FL · $415M in regulatory assets
AtlasMembers
Joshua’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John O. BurdenCEO and Co-Manager, Broadcrest Asset Management, LLC
- Charles B. DudleyManaging Director and Co-Manager, Broadcrest Asset Management, LLC
- Randy O. BurdenMember, 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 Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.