Broadlawn Capital, LLC is a large advisory firm based in Great Neck. It manages $47.2 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2006.
Broadlawn Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Broadlawn Capital, LLC is $47.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Broadlawn Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Broadlawn Capital, LLC performs its advisory services is located at 40 Cuttermill Road, Great Neck, NY 11021, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 516-829-4162 or by fax 516-829-0950. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.broadlawncapital.com.