Private EquityRIA · CRD 337682SEC-RegisteredPrivate Fund Adviser

Updated:

Broadtree Partners

Broadtree Partners is a private equity asset manager based in Charlotte, United States.

Broadtree Partners logo

Broadtree Partners

Broadtree Partners is an SEC-registered investment adviser in Charlotte, NC, registered since 2025. They manage discretionary assets from their North Carolina office.

General information

Firm type

Private Equity

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Charlotte

Corporate office

Charlotte, United States

Sector focus

Private Equity

Frequently asked questions

What strategies does Broadtree Partners follow?

Research records list buyout and growth as the strategies.

Where is Broadtree Partners headquartered?

The firm is based in Charlotte, United States.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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