BROAD REACH CAPITAL LLC

BROAD REACH CAPITAL LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 144686). Regulatory assets under management: $180.5M.

Registration

• CRD: 144686
• SEC file number: 801-130959
• Type: Registered investment adviser
• Location: 1101 HAYNES ST, SUITE 213, RALEIGH, NC, 27604
• Phone: 919-309-9325
• Latest filing: 2026-05-21
• Regulatory AUM: $180.5M
• Discretionary AUM: $180.5M
• Clients: 4
• Accounts: 25

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144686 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search