# BROADSTONE ASSET MANAGEMENT, LLC

BROADSTONE ASSET MANAGEMENT, LLC of ROCHESTER, NY is an SEC-registered investment adviser.

## Registration

- CRD: 281847
- Type: SEC-registered investment adviser
- SEC file number: 801-107120
- Location: 800 CLINTON SQUARE, ROCHESTER, NY, 14604
- Phone: 585-287-6500
- Latest filing: 2019-08-21
- Regulatory AUM: $3.4B
- Discretionary AUM: $3.4B
- Clients: 90
- Accounts: 3

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| [DAVIS JAMES ARTHUR](https://search.stillhousedata.com/person/757446) | MEMBER | — |
| [CAREY JAMES DAWSON](https://search.stillhousedata.com/person/771803) | MEMBER | — |
| [WERMUTH DAVID JAY](https://search.stillhousedata.com/person/771805) | MEMBER | — |
| [ZERBIB NICOLAS DAVID](https://search.stillhousedata.com/person/771806) | MEMBER | — |
| [CZARNECKI MARK JAMES](https://search.stillhousedata.com/person/781555) | CHIEF EXECUTIVE OFFICER AND ELECTED MANAGER; CHIEF EXECUTIVE OFFICER, PRESIDENT AND ELECTED MANAGER; PRESIDENT, CHIEF FINANCIAL OFFICER AND ELECTED MANAGER | — |
| [FRIEDMAN STEPHEN NMN](https://search.stillhousedata.com/person/793827) | MEMBER | — |
| [KHAN AGHA SHUJAAT](https://search.stillhousedata.com/person/816354) | BOARD MANAGER; ELECTED MANAGER | — |
| [TAIT AMY LEENHOUTS](https://search.stillhousedata.com/person/823105) | CHAIRMAN AND CEO; CHAIRMAN, CEO AND ELECTED MANAGER; EXECUTIVE CHAIRMAN AND ELECTED MANAGER (+2 more) | — |
| [LEENHOUTS NORMAN PETER](https://search.stillhousedata.com/person/823106) | CHIEF INVESTMENT OFFICER | — |
| [BARRY KEVIN](https://search.stillhousedata.com/person/823107) | CHIEF ACCOUNTING OFFICER | — |
| [CZARNECKI CHRIS](https://search.stillhousedata.com/person/823110) | PRESIDENT AND CHIEF FINANCIAL OFFICER | — |
| [HOLLAND TIMOTHY JOHN](https://search.stillhousedata.com/person/826851) | CHIEF ADMINISTRATIVE OFFICER; CHIEF ADMINISTRATIVE OFFICER AND CHIEF COMPLIANCE OFFICER; EVP & CHIEF ADMINISTRATIVE OFFICER | — |
| [LEVINE JARRYD B](https://search.stillhousedata.com/person/828974) | BOARD MANAGER | — |
| [FISHER MICHELLE SUSAN](https://search.stillhousedata.com/person/830306) | CHIEF COMPLIANCE OFFICER | — |
| [BARRY KEVIN FREDRIC](https://search.stillhousedata.com/person/836407) | CHIEF ACCOUNTING OFFICER | — |
| [LEVINE JARRYD BRANDON](https://search.stillhousedata.com/person/836408) | ELECTED MANAGER | — |
| [Moragne John David](https://search.stillhousedata.com/person/836409) | EVP, CHIEF OPERATING OFFICER AND SECRETARY; EVP, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER AND SECRETARY; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| [ALBANO RYAN MICHAEL](https://search.stillhousedata.com/person/846323) | EVP AND CHIEF FINANCIAL OFFICER | — |
| [Callan John I](https://search.stillhousedata.com/person/847936) | CHIEF COMPLIANCE OFFICER, VP AND GENERAL COUNSEL; VP AND GENERAL COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281847/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281847/similar
- Related entities: https://search.stillhousedata.com/firm/281847/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281847

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.