Updated:
BROADLAKE FINANCIAL MANAGEMENT
BROADLAKE FINANCIAL MANAGEMENT is an SEC-registered investment adviser in SOUTH BURLINGTON, VT, since 1989. The firm manages approximately $410 million in...
Overview
BROADLAKE FINANCIAL MANAGEMENT is an SEC-registered investment adviser in SOUTH BURLINGTON, VT, since 1989. The firm manages approximately $410 million in assets. It has 5 employees and 4 investment advisers.
General information
Firm type
RIA
Location
Region
Europe
Country
Ireland
Principals
Pete Smyth
Founder and Executive Chairman
Sector focus
Frequently asked questions
What sectors does Broadlake target?
The portfolio is concentrated in healthcare services (nursing-home recruitment, medical staffing), facilities management, specialist food manufacturing, and media production. Known positions include TTM Healthcare, Three Q Perms, Apleona Ireland, Lily O'Brien's chocolates, and Blueprint Pictures. The office does not invest in early-stage technology or venture-style minority positions.
Does Broadlake co-invest alongside external GPs or take limited-partner stakes in funds?
Broadlake's disclosed activity shows direct majority acquisitions into portfolio companies rather than LP commitments to third-party funds. The office maintains operational involvement in subsidiaries and deploys capital from the balance sheet without co-mingling external investor funds.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research BROADLAKE FINANCIAL MANAGEMENT in Altss
Explore available research and relationship coverage for this adviser in Altss.