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Building 2BROADWATER CAPITAL MANAGEMENT LLC

Map pinBOSTON, MA
Phone617-778-0095
NotebookSEC #801-126394
Total AUM
$161M
Employees
1
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
15 COURT SQUARE, SUITE 640
BOSTON
MA 02108-2521
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
617-778-0095

ReceiptFinancials

Total AUM
$161M
Accounts
94
Discretionary
$161M
Accounts
94
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$11.7M
HNW Individual Clients
18
AUM
$129.7M
Charitable Organization Clients
1
AUM
$16.1M
Corporation or Business Clients
1
AUM
$3.5M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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