Data / Investment advisers / Maryland / Broad Reach Retail Partners LLC
Broad Reach Retail Partners LLC, Millersville, MD: $309 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Broad Reach Retail Partners LLC is an SEC registered investment adviser with its main office in Millersville, Maryland and reports $309 million in regulatory assets under management in its Form ADV filed July 24, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management. It advises 29 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 340702
- SEC file number
- 801-137155
- SEC status
- Approved, effective August 24, 2026
- Main office
- 1111 Benfield Blvd, Ste 100, Millersville, MD 21108
- Phone
- (786) 385-8446
- Website
- broadreachretail.com
- Regulatory AUM
- $309,000,000 in the Form ADV filed July 24, 2026
- Discretionary AUM
- $309,000,000
- Accounts
- 29
- Employees
- 18, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Private funds
- 29: 29 real estate funds
- Gross assets of private funds
- $513,921,254
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 29 | $309 million |
Other advisers in Maryland
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Valuewealth Services, LLC | Annapolis | $319 million | Not listed | adviserinfo.sec.gov |
| Councilor Wealth LLC | Bethesda | $316.9 million | Not listed | adviserinfo.sec.gov |
| Caro Investors | Chevy Chase | $316.7 million | 1 | adviserinfo.sec.gov |
| Ferguson-Johnson Wealth Management, Inc. | Rockville | $316.4 million | Not listed | adviserinfo.sec.gov |
| Chesapeake Financial Advisors | Towson | $310.1 million | Not listed | adviserinfo.sec.gov |
| Hergenroeder Financial Advisors, Inc. | Timonium | $304.5 million | Not listed | adviserinfo.sec.gov |
| Hwa Financial Group | Ellicott City | $295.3 million | Not listed | adviserinfo.sec.gov |
| The Ellerson Group Inc | Annapolis | $291.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Maryland
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Broad Reach Retail Partners LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.