$13.0M Total AUM
$13.0M Disc. AUM
-- 3Y CAGR
3 Employees
5 ADV. Clients
14 yrs Firm Age
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- Custodian
- Morgan Stanley ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Ember meridian
- Established Date
- 07-01-2011
- Office Locations
- 1
Office Locations
-- Roslyn Heights NY
About Broadcore Investments LP
Broadcore Investments LP is a Roslyn Heights-based RIA. The firm has been operating for 14 years. Managing $13.0M in total assets under management, with 1 advisory representatives. They custody assets with Morgan Stanley and Principal. Services offered include Asset Management.
Team overview
-- AVG AGE
$13.0M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
10.6 yrs AVG TENURE
3 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
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Client Personas
Fusion
Investment Themes
Eagle
Services
Harbor signal
Technology
Pioneer
Owner & Executives
S
STEPHEN JAY MERMELSTEIN
Limited Partner
- CRD
- --
- Ownership
- Less than 5%
(392) 255-5858
crest.optima@radialcapital.com
in linkedin.com/in/catalyst-atlas
T
THOMAS MO WONG
Chief Compliance Officer, Limited Partner, Partner, Portfolio Manager
- CRD
- #2071963
- Ownership
- Less than 5%
(679) 323-1577
meridian.glacier@alphacapital.com
in linkedin.com/in/oak-summit
S
Summit unison
Optima matrix
- CRD
- #61508
- Ownership
- 19.9%
(359) 324-2570
horizon.prime@vitalcapital.com
in linkedin.com/in/bridge-zenith
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,997,815 | $2,166,303 |
| Non-Discretionary | $0 | -- |
| Total | $12,997,815 | $2,166,303 |
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Separately Managed Accounts
Total SMA Asset: $12,997,815
Equity - Exchange:
39.1% Cash:
60.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,070,785,171 | 39.1% |
| Cash | $3,225,340,585 | 60.9% |
| Total | $5,296,125,756 | 100.0% |