Bradway Financial LLC

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Bradway Financial LLC ✚
CRD #	117480
SEC #	801-68635
CIK #
AUM
Employees	6 (67% Investors, 0% Brokers)
Fees
Minimum
Phone	800-725-1622
Address	734 Bliss Road Longmeadow, MA 01106
Source	[IAPD] [Website]

Total AUM ($M) Copy

Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2017) [Brochure]
Types of Clients Bradway Financial provides advisory services to the following types of clients: • Individuals (other than high net worth individuals) • High net worth individuals • Pension and profit sharing plans (other than plan participants) • Charitable organizations • Corporations or other businesses not listed above

Account Minimums and Types of Clients — Form ADV Part 2A (3/31/2017) [Brochure]

Types of Clients

    Bradway Financial provides advisory services to the following types of clients:
         •     Individuals (other than high net worth individuals)
         •     High net worth individuals
         •     Pension and profit sharing plans (other than plan participants)
         •     Charitable organizations
         •     Corporations or other businesses not listed above

Type	Form D Funds	Date	Sold	AUM
PE	Bradway Capital Insight Fund LLC	2013-03-22		9.7 M

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	0	0.0
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	0	0.0
(g) Pension and profit sharing plans	0	0.0
(h) Charitable organizations	0	0.0
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	0	0.0
(n) Other	0	0.0
Total	1,523	132.4
By Discretionary
Discretionary	1,421	123.6
Non-Discretionary	102	8.8
Total	1,523	132.4
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		132.4
Total	1,523	132.4

Firm Profile (Form ADV)
Discretionary AUM	$0.1B
Clients	300
Serves	Institutional, Retail
Fund Types	Hedge Fund, Private Equity

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Bradway Financial LLC

Assets, Funds, Holdings