Broadcrest Asset Management is a fund manager in Winter Park with $323.81 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
Industry
SEC CIK
IRS number
462774497
SEC advisor number
801-121865
FINRA CRD number
287590
AUM ?
$265.38 mm
(as of 30 Jun 23)
Accounts
6
(as of 30 Jun 23)
Employees
8
(6 investment advisory or research)
Brochures
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Broadcrest Asset Management, LLC | $323.81 mm | |
Broadcrest Committed Capital Fund, LP | $62.53 mm | Private Equity Fund |
Broadcrest Insurance Holdings, LP | $10.82 mm | Private Equity Fund |
Broadcrest PT Investment Holdings, LP | $58.14 mm | Private Equity Fund |
Broadcrest, LP | $192.32 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G
TRANSCAT INC
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
16 Aug 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
SC 13G
TRANSCAT INC
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22