BRADWAY FINANCIAL, LLC
BRADWAY FINANCIAL, LLC of LONGMEADOW, MA is an SEC-registered investment adviser (CRD 117480). Regulatory assets under management: $132.4M.
Registration
- CRD: 117480
- SEC file number: 801-68635
- Type: Registered investment adviser
- Location: 734 BLISS ROAD, SUITE 1, LONGMEADOW, MA, 01106
- Phone: 800-725-1622
- Latest filing: 2017-03-31
- Regulatory AUM: $132.4M
- Discretionary AUM: $123.6M
- Non-discretionary AUM: $8.8M
- Clients: 6
- Accounts: 1,523
Officers, owners & control persons (3)
| Name | Role | Location |
|---|
| CASE BRIAN KIMBALL | MANAGING MEMBER; MANAGING MEMBER & CCO; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| CASE BRIAN K | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| DEAL BRIAN DELROY | CHIEF COMPLIANCE OFFICER | — |
Private funds (2)
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|
| BRADWAY CAPITAL INSIGHT FUND LLC | Private Equity Fund | — | 66 | $9.7M | — |
| BRADWAY CAPITAL FUND II LLC | Private Equity Fund | — | 30 | $1.3M | — |
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