Investment adviser · CRD 159286
BROADWOOD CAPITAL, INC
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $1.71B Form ADV · Item 5.F
- Client accounts
- 1 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 5 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 | 2 | $1,711,394,203 | 100.0% |
Filing source
Form ADV 2072463 · Mar 31, 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
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
BROADWOOD PARTNERS, L.P.Hedge Fund · Last reported Mar 31, 2026$1.71BGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
LILLING & COMPANY LLP
PCAOB 3480
CHARLES SCHWAB & CO., INC.
SEC 8-16514
GOLDMAN SACHS & CO. LLC
SEC 8-129
BTIG, LLC
CRD 122225 · SEC 8-65473
Fund details & source
- Fund ID
- 805-2329932643
- Reported beneficial owners
- 61
- Minimum commitment
- $1M
- Form D file number
- 021-154037
Form ADV 2072463 · Mar 31, 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 31, 2026. View historical filings
Reported services
Pooled investment vehicle management · Selection of other advisers
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
156 WEST 56TH STREET, 3RD FLOORNEW YORK, NY, 10019, United States
CRD 159286
Filing source
Form ADV 2072463 · Mar 31, 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.