Broadview Advisors LLC

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Broadview Advisors LLC
✚
CRD #111494
SEC #801-60114
CIK #0001255858
AUM
Employees 9 (78% Investors, 0% Brokers)
Fees
Minimum
Phone414-918-3900
Address330 East Kilbourn Avenue
Milwaukee, WI 53202
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1300104078052026002001200920172025
CIK Period
0001255858
Sector Form 13F Holdings Value ($M)
MGIC Investment Corp 15.4
Commvault Systems Inc 11.0
Double Eagle Acquisition Corp 10.7
Healthsouth Corp 9.6
Western Alliance Bancorporation 8.6
Brunswick Corp 8.4
Masco Corp /DE/ 8.2
Acxiom Corp 7.4
Boston Beer Co Inc 6.8
TripAdvisor Inc 6.6
Portfolio Recovery Associates Inc 6.5
Kennametal Inc 6.4
Globus Medical Inc 6.2
Crane Co 5.7
Olin Corp 5.6
Halyard Health Inc 5.4
Kornit Digital Ltd 5.4
Hain Celestial Group Inc 5.4
Allegheny Technologies Inc 5.3
 
 
 
 
 
 
 
 
 
 
 
 
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Type Form D Funds Date Sold AUM
HF Chataqua Partners LLC [2012-03-27] 46.0 M 43.6 M
Filed 2019-01-18 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 1 5.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 1 285.5
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 1 43.6
(g) Pension and profit sharing plans 5 31.6
(h) Charitable organizations 6 23.5
(i) State or municipal government entities 2 12.6
(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 16 402.0
By Discretionary
Discretionary 16 402.0
Non-Discretionary 0 0.0
Total 16 402.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 402.0
Total 16 402.0
Form D Directors Role # Filings # Firms 2011 - 2026
Richard Lane Executive Officer 5 3
Richard Whiting Executive Officer 2 2
Owen Hill Executive Officer 1 1
Aaron Garcia Executive Officer 1 1
Glenn Primack Executive Officer 1 1
Angela Pingel Executive Officer 1 1
Broadview Advisors LLC Executive Officer 1 1
Faraz Farzam Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001255858]
Firm Profile (Form ADV)
Discretionary AUM$1.0B
ServesInstitutional, Retail
Fund TypesHedge Fund
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