# Broomfield Advisory & Management

Broomfield Advisory & Management is a RIA based in San Francisco, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** Greenwich, CT, United States
- **Founded:** 1978
- **Assets under management:** $2.0B - $5.0B (Altss estimate)
- **Website:** broomfieldadvisory.com

## Regulatory record

- **CRD number:** 149434
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/149434

## About

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

## Sectors

- Real Estate
- Private Equity
- Hedge Funds

## People

- John Broomfield — Founder & President
- Robert Broomfield — Managing Director

## 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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- [Kaiser Partner Financial Advisors](https://altss.com/profile/kaiser-partner-financial-advisors-ltd)
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Last updated: 2026-07-06T01:24:13.139Z

Canonical page: https://altss.com/profile/broomfield-advisory-and-management

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