SEC Form ADV

BROADVIEW MANAGEMENT, LLC

Firm profile: Broadview Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMO
$330.4M
Assets Under Management
31
Employees
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Registration Details

Accession
crd-334073
Location
ST. LOUIS, MO
Filing Date
July 31, 2026
AUM
$330.4M
Institutional Clients
4
Employees
31
Amendment
No

Client Types

Pooled Investment Vehicles

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $464.7M in combined gross assets.

  • BROADVIEW GROUP HOLDINGS, LLCHedge Fund$305.6M
  • BROADVIEW CAPITAL HOLDINGS, LLCHedge Fund$134.3M
  • BROADVIEW-CITADEL HOLDINGS, LLCPrivate Equity Fund$17.9M
  • VMC INVESTORS-CCP, LLCPrivate Equity Fund$6.9M

About this Adviser

BROADVIEW MANAGEMENT, LLC is a registered investment adviser headquartered in ST. LOUIS, MO, managing approximately $330.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.