Broman & Greig Asset Management

Public records list David Broman and John Greig as the firm's principals. The decision-making structure is not publicly disclosed, but the partnership format suggests the two principals make all material investment calls jointly. No additional portfolio managers or analysts have been publicly associated with the firm.

The firm pursues a concentrated, opportunistic mandate spanning public equities and private credit. It does not disclose specific sector allocations or geographic constraints. The partnership structure and lack of institutional marketing indicate a flexible, long-duration approach rather than a benchmark-driven strategy.

There is no evidence the firm actively solicits external capital. It does not file publicly as a registered investment advisor with significant outside assets. The partnership likely manages proprietary capital from the named principals, possibly alongside a small, closed circle of family or business associates.

Regulatory filing status is unconfirmed. The absence of an institutional footprint suggests the firm either operates below registration thresholds or qualifies for the family office exemption. No Form ADV or 13F filings are readily attributable to this entity in public databases.

No public performance data, fund returns, or portfolio company exits are attributable to Broman & Greig. The firm's opacity makes an independent track record assessment impossible. Prospective co-investors typically receive performance data only under non-disclosure agreements.