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RIA · CRD 149434

Updated:

Broomfield Advisory & Management

Broomfield Advisory & Management is a Connecticut-based single-family office founded in 1978, investing in real estate, private equity, and hedge funds.

Overview

BROOMFIELD ADVISORY & MANAGEMENT is a state-registered investment adviser in SAN FRANCISCO, CA. It has one employee.

General information

Firm type

RIA

Year founded

1978

Location

Region

North America

Country

United States

City

San Francisco

Corporate office

Greenwich, CT, United States

Principals

John Broomfield

Founder & President

Robert Broomfield

Managing Director

Sector focus

Real EstatePrivate EquityHedge Funds

Frequently asked questions

What investment strategy does the firm pursue?

Broomfield Advisory & Management allocates across direct real estate, private equity co-investments, and hedge funds. The real estate component targets commercial properties in the US, particularly in the Northeast and Sunbelt regions, while private equity exposure comes through fund commitments and direct deals.

Where is the firm based and does it have additional offices?

The firm is headquartered in Greenwich, Connecticut, with no publicly identified additional offices. Greenwich has long been a hub for hedge funds and family offices, providing access to deal flow and service providers.

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