Investment adviser · CRD 286303
BROADSPAN ASSET MANAGEMENT L.L.C.
Investment adviser filing (IA)
MIAMI, FL, United States · Form ADV filed Mar 30, 2021
- Regulatory AUM
- $23M Form ADV · Item 5.F
- Client accounts
- 2 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 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 |
|---|---|---|---|
| Insurance companies | Fewer than 5 | $23,000,000 | 100.0% |
Filing source
Form ADV 1523206 · Mar 30, 2021 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2021. View historical filings
Reported services
Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
1441 BRICKELL AVENUE, SUITE 1550MIAMI, FL, 33131, United States
CRD 286303
Filing source
Form ADV 1523206 · Mar 30, 2021 · 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.