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| Broadcrest Asset Management LLC
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|---|---|
| CRD # | 287590 |
| SEC # | 801-121865 |
| CIK # | 0001749585 |
| AUM | 415.5 M (2026-03-11) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 407-754-0026 |
| Address | 558 W New England Avenue Winter Park, FL 32789 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Envirostar Inc | 10.7 | ||
| Transcat Inc | 9.6 | ||
| Techne Corp /MN/ | 5.6 | ||
| Trade Desk Inc | 4.9 | ||
| Copart Inc | 2.0 | ||
| Shift4 Payments Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | Broadcrest Committed Capital Fund II LP | [2024-03-22] | 97.5 M | |
| PE | Broadcrest Compost Aggregator LLC | 2023-03-29 | 130.1 M | |
| PE | Broadcrest Compost Side Car LLC | [2023-03-29] | 14.5 M | 27.2 M |
| PE | Broadcrest Insurance Holdings LP | [2021-06-25] | 9.1 M | 0.0 M |
| PE | Broadcrest Committed Capital Fund LP | [2021-03-29] | 92.6 M | |
| HF | Broadcrest LP | [2017-03-01] | 24.4 M | 137.0 M |
| PE | Broadcrest PT Investment Holdings LP | [2017-03-01] | 3.2 M | 1.3 M |
| AUM Breakdown | Accounts | AUM ($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 | 5 | 415.5 |
| (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 | 5 | 415.5 |
| By Discretionary | ||
| Discretionary | 5 | 415.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 5 | 415.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 415.5 | |
| Total | 5 | 415.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Hughes | 20 | 3 | ||
| John Burden | 11 | 2 | ||
| Charles Dudley | 6 | 2 | ||
| David Emmons | 3 | 2 | ||
| Broadcrest Asset Management LLC | 4 | 1 | ||
| BAM I LLC | 2 | 1 | ||
| BAM II LLC | 1 | 1 | ||
| James Hughes Jr | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001749585] | |
| SC 13G | [0001749585] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Broadcrest Asset Management LLC | Transcat Inc | [2024-02-13] |
| Broadcrest Asset Management LLC | Transcat Inc | [2023-02-08] |
| Broadcrest Asset Management LLC | Transcat Inc | [2022-02-17] |
| Broadcrest Asset Management LLC | Transcat Inc | [2021-02-26] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Fund Types | Hedge Fund, Private Equity |
| LEI | 9845009FD87EM8FAAA19 |
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