Private fund adviser · Stamford, CT
Broadview Real Estate Partners, LLC
SEC-registered investment adviser · CRD 297775 · SEC 801-113817
At a glance
Broadview Real Estate Partners, LLC is an SEC-registered investment adviser based in Stamford, Connecticut, with $425 million in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 3,232nd of 4,686 private fund advisers and 8,521st of 17,210 SEC-registered advisers by assets.
Main office 646-278-9689broadviewrep.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $425M
- Rank among private fund advisers
- #3,232 of 4,686
- Rank among all SEC RIAs
- #8,521 of 17,210
- Rank in Connecticut
- #328 of 507
- Clients
- 8
- Accounts
- 8
- Discretionary
- 100% of AUM
- Employees
- 8
- Advisory staff
- 6
- Offices
- 1
Owners and executives on its Form ADV
- Lawrence D. EllmanManaging Member, Managing Partner
- Jason R. GrossmanManaging Member, Managing Partner
- Matthew H. MedearisMember, Partner
- Tara E. DonnellyChief Compliance Officer, Director of Finance and Operations
Custody and brokerage
Custodian
Broadview Real Estate Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 8 | $425M | 100% |
Private funds
Broadview Real Estate Partners, LLC reports 5 private funds with $425M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
Broadview Real Estate Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗broadviewrep.com ↗
AtlasMembers
The full record on Broadview Real Estate Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 2,248 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Broadview Real Estate Partners, LLC manage?
Broadview Real Estate Partners, LLC reports $425 million in regulatory assets under management across 8 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Broadview Real Estate Partners, LLC?
Broadview Real Estate Partners, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Broadview Real Estate Partners, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($425 million, 8 clients).
Does Broadview Real Estate Partners, LLC manage private funds?
Yes. It reports 5 private funds with $425 million in gross assets, including real estate funds.
Does Broadview Real Estate Partners, LLC have any disciplinary history?
Broadview Real Estate Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Broadview Real Estate Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-31), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →