Investment adviser · CRD 337682
BROADTREE PARTNERS MANAGEMENT, LLC
Exempt reporting adviser (ERA)
Exempt reporting advisers use a shorter Form ADV report. Some adviser-level figures are not reported; fund disclosures appear below when available.
CHARLOTTE, NC, United States · Form ADV filed Mar 30, 2026
Adviser-level assets, account counts and staffing figures are unavailable in this filing. View the reported fund disclosures below →
Private funds & service providers
4 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.
BROADTREE PARTNERS III, LLCPrivate Equity Fund · Last reported Mar 30, 2026$13.8MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EIDE BAILLY LLP
PCAOB 286
Fund details & source
- Fund ID
- 805-9159230898
- Reported beneficial owners
- 22
- Minimum commitment
- $15K
Form ADV 2082483 · Mar 30, 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.
BROADTREE PARTNERS IV, LLCPrivate Equity Fund · Last reported Mar 30, 2026$10.7MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EIDE BAILLY LLP
PCAOB 286
Fund details & source
- Fund ID
- 805-1414447151
- Reported beneficial owners
- 57
- Minimum commitment
- $50K
- Form D file number
- 021-395761
Form ADV 2082483 · Mar 30, 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.
BROADTREE PARTNERS II, LLCPrivate Equity Fund · Last reported Mar 30, 2026$5.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EIDE BAILLY LLP
PCAOB 286
Fund details & source
- Fund ID
- 805-6005835057
- Reported beneficial owners
- 19
- Minimum commitment
- $15K
Form ADV 2082483 · Mar 30, 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.
BROADTREE PARTNERS I, LLCPrivate Equity Fund · Last reported Mar 30, 2026$1.21MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
EIDE BAILLY LLP
PCAOB 286
Fund details & source
- Fund ID
- 805-7573527304
- Reported beneficial owners
- 16
- Minimum commitment
- $15K
Form ADV 2082483 · Mar 30, 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: Mar 30, 2026. View historical filings
Reported services
Not reported in these imported fields
Compensation
Not reported in these imported fields
Principal office
101 S. TRYON STREET, SUITE 2700CHARLOTTE, NC, 28280, United States
CRD 337682
Filing source
Form ADV 2082483 · Mar 30, 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.