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- Custodian
- Charles Schwab & Company · Interactive Brokers · Lincoln Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-13-2009
- Office Locations
- 1
Office Locations
About Broadreach Capital, LLC
Broadreach Capital Partners is a real estate investment firm focused on developing, acquiring, and asset managing commercial and hotel properties primarily in the western U.S. The team targets value creation through full-cycle execution—from entitlement and ground-up development to acquisition, ongoing management, and disciplined disposition—backed by significant financial sophistication and resources. Public filings indicate an advisory focus that can include real estate strategies for accredited investors and qualified purchasers.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JAMES SCOTT WOLTER
Chief Compliance Officer, Managing Member, President
- CRD
- #1869174
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,306,414,780 | 36.8% |
| Cash | $2,243,625,382 | 63.2% |
| Total | $3,550,040,162 | 100.0% |