Broadstone Real Estate, LLC (Rochester)

Name: Broadstone Real Estate, LLC
Address: 530 Clinton Square, Rochester, NY, 14604
Telephone: 585-287-6500

Broadstone Real Estate, LLC is a large advisory firm based in Rochester. It manages $1.04 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.

Broadstone Real Estate provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Broadstone Real Estate: assets under management

The assets under management (AUM) of Broadstone Real Estate, LLC is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 263% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.04 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $518.72 million each.

Broadstone Real Estate has custody of $4.78 million in cash and securities for 2 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Broadstone Real Estate, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Broadstone Real Estate, LLC

Agha Shujaat Khan has been acting as President since 1 Jul 2015. Norman Peter Leenhouts has served as the Chief Investment Officer since 1 Aug 2006. Llc Trident Bre joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Amy Leenhouts Tait	Chairman and ceo	1 Aug 2006	50% - 75%	1262894
Norman Peter Leenhouts	Chief investment officer	1 Aug 2006	Other	1269789
Kevin Barry	Chief accounting officer	1 Aug 2006	Other	6028153
Llc Broadstone Ventures	Owner	1 Aug 2006	50% - 75%	30-0335757
Amy Lou Tait	Ceo	1 Aug 2006	25% - 50%	1262894
Thomas James Rogers	Chief compliance officer	1 Feb 2012	Other	2251896
Chris Czarnecki	President and chief financial officer	1 Feb 2013	Other	6173303
Johanna A Falk	Chief operating officer	1 Mar 2013	Other	6171849
Timothy John Holland	Chief administrative officer and chief compliance officer	1 Aug 2014	Other	6402077
Agha Shujaat Khan	Director	1 Jul 2015	Other	3227058
Llc Trident Bre	Owner	1 Jul 2015	25% - 50%	47-4258597
Jarryd B Levine	Director	1 Jul 2015	Other	5163144

Indirect Owners

The SEC currently registers 18 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
James Dawson Carey	Member	1 Mar 2005	75% - 100%	2656436
Laurie Leenhouts	Member/owner	1 Aug 2006	25% - 50%	4907047
Robert Tait	Member/owner	1 Aug 2006	Other	6028152
Sf Trident Vi Llc	General partner	1 Dec 2013	Other	00-0000000
Cd Trident Vi Llc	General partner	1 Dec 2013	Other	00-0000000
Dw Trident Vi Llc	General partner	1 Dec 2013	Other	00-0000000
Nz Trident Vi Llc	General partner	1 Dec 2013	Other	00-0000000
Jc Trident Gp Llc	General partner	1 Dec 2013	Other	00-0000000
Charles Arthur Davis	Member	1 Dec 2013	75% - 100%	816660
Stephen Nmn Friedman	Member	1 Dec 2013	75% - 100%	214729
David Jay Wermuth	Member	1 Dec 2013	75% - 100%	5473034
Nicolas David Zerbib	Member	1 Dec 2013	75% - 100%	5473031
Cpp Investment Board (Usre Iv) Inc.	Owner	1 Dec 2014	25% - 50%	98-0533230
Trident Vi Lp	Managing member	1 Jul 2015	25% - 50%	98-1131820
Inc. Trident Bre Holdings Ii	Owner	1 Jul 2015	25% - 50%	47-4364228
Lp Trident Bre Holdings Ii	Owner	1 Jul 2015	75% - 100%	47-4385997
Lp Trident Vi Parallel Aiv Ii	Owner and limited partner	1 Jul 2015	75% - 100%	98-1221747
Trident Capital Vi Lp	General partner	1 Jul 2015	Other	98-1131812

Based in Rochester

The principal office where Broadstone Real Estate, LLC performs its advisory services is located at 530 Clinton Square, Rochester, NY 14604, which is also the mailing address of the firm. An additional office of the firm is in Boynton Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 585-287-6500 or by fax 585-287-6505. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at broadstone.com.