Broadtree Partners Management

Private Equity Exempt reporting adviser

Legal name: Broadtree Partners Management, LLC

Charlotte, NC Website LinkedIn X

AUM

$31.6M
Private fund assets

Private funds

4
Private Equity 4

Private fund assets

$31.6M
Gross asset value

Employees

—

Last Form D raise

Sep 2022
Most recent fund filing

From SEC Form ADV filing (filed Mar 30, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

Funds(4)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Broadtree Partners IV, LLCPrivate Equity$10.7M$8.5M57Sep 2022Cold
Broadtree Partners III, LLCPrivate Equity$13.8M———
Broadtree Partners II, LLCPrivate Equity$5.9M———
Broadtree Partners I, LLCPrivate Equity$1.2M———

Board seats

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

No board seats matched from SEC filings yet.

Regulatory identifiers

CRD number
337682
SEC file number
802-135228

Sources