Investment adviser · CRD 340702
BROAD REACH RETAIL PARTNERS LLC
Investment adviser filing (IA)
MILLERSVILLE, MD, United States · Form ADV filed Jul 24, 2026
- Regulatory AUM
- $309M Form ADV · Item 5.F
- Client accounts
- 29 Accounts, not individual clients
- Employees
- 18 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 29 | $309,000,000 | 100.0% |
Filing source
Form ADV 2120744 · Jul 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
28 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BROAD REACH RETAIL PARTNERS SHOPPING CENTER FUND IIIReal Estate Fund · Last reported Jul 24, 2026$60.1MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-2087124710
- Reported beneficial owners
- 44
- Minimum commitment
- $0
Form ADV 2120744 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
CARLISLE COMMONS HOLDINGS LLCReal Estate Fund · Last reported Jul 24, 2026$47.7MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-3403221591
- Reported beneficial owners
- 39
- Minimum commitment
- $0
Form ADV 2120744 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BROAD REACH RETAIL PARTNERS SHOPPING CENTER FUND IIReal Estate Fund · Last reported Jul 24, 2026$37.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-8888183263
- Reported beneficial owners
- 53
- Minimum commitment
- $0
Form ADV 2120744 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
HERITAGE SQUARE VENTURES LLCReal Estate Fund · Last reported Jul 24, 2026$28.5MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-1572655802
- Reported beneficial owners
- 12
- Minimum commitment
- $0
Form ADV 2120744 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRF II AVENT FERRY LLCReal Estate Fund · Last reported Jul 24, 2026$24.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-1571922461
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2120744 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRF III HUNT RIVER LLCReal Estate Fund · Last reported Jul 24, 2026$21.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-6297092281
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2120744 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
BRF II BAKER SQUARE LLCReal Estate Fund · Last reported Jul 24, 2026$20.9MGross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-5850804054
- Reported beneficial owners
- 2
- Minimum commitment
- $0
Form ADV 2120744 · Jul 24, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Jul 24, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets
Principal office
1111 BENFIELD BLVD, STE 100MILLERSVILLE, MD, 21108, United States
CRD 340702
Filing source
Form ADV 2120744 · Jul 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.