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| Happy Holidays!! thanks for using AUM13F!! |
| Broadstreet Global Advisors Inc
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|---|---|
| CRD # | 324586 |
| SEC # | 801-127387 |
| CIK # | |
| AUM | $118.3 M (2025-05-07) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 914-427-8036 |
| Address | 361 Route 202 Somers, NY 10589 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Infra A Segregated Portfolio of Innovative Development Funds SPC Ltd | [2025-05-07] | 0.0 | 0.0 |
| Other | Innovative Development Funds LLC | 2024-10-01 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 365 | 84.1 |
| (b) Individuals (high net worth individuals) | 14 | 29.1 |
| (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 | 2 | 5.1 |
| (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 | 633 | 118.3 |
| By Discretionary | ||
| Discretionary | 633 | 118.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 633 | 118.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 118.3 | |
| Total | 633 | 118.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Steven Sokohl | 7 | ||
| Innovative Private Wealth Management Inc | 2 | ||
| Nicholas Mancini | 2 | ||
| Jenna Mungall | 1 |
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