Broadtree Partners Management LLC

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Assets, Funds, Holdings

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Broadtree Partners Management LLC
CRD #337682
SEC #802-135228
CIK #
AUM
Employees
Phone704-228-1262
Address101 S Tryon Street
Charlotte, NC 28280
Source [IAPD] [Website] [LinkedIn] [Instagram]
Total AUM ($)
1.00.80.60.40.20.02010201520212027
Type Form D Funds Date Sold ($M) AUM ($M)
PE Broadtree Partners III LLC 2025-12-23 13.8
PE Broadtree Partners II LLC 2025-12-23 5.9
PE Broadtree Partners I LLC 2025-12-23 1.2
PE Broadtree Partners IV LLC [2025-12-23] 8.5 10.7
AUM Breakdown Accounts AUM ($)
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 0 0.0
By Discretionary
Discretionary 0 0.0
Non-Discretionary 0 0.0
Total 0 0.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 0.0
Total 0 0.0
Form D Directors Role # Filings # Firms 2011 - 2026
David Slenzak 4 2
Johannes Zwick 4 2
Brad Batten 2 2
Broadtree Partners Management LLC 1 1
Johannes Zwyck 1 1
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