Broadstreet, Capital Partners, LLC is a large advisory firm based in New York. It manages $400 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.
Broadstreet, Capital Partners provides portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Broadstreet, Capital Partners, LLC is $400 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Broadstreet, Capital Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
Ravi Shankar Trehan has been acting as President since 1 Oct 2005. Broadstreet Group Llc joined the executive team most recently as the Sole Member.
The principal office where Broadstreet, Capital Partners, LLC performs its advisory services is located at 712 Fifth Avenue, New York, NY 10019, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-499-4280 or by fax 212-499-4281. The normal business hours are 8:00am - 5:00pm est on Monday - Friday.