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Broad Reach Capital LLC

● SEC registered since 2024CRD 144686SEC# 801-130959Raleigh, NC
Export (members)
Reg. AUM
$180.5M
Employees
4
Accounts
25
Location
Raleigh, NC

Broad Reach Capital LLC assets under management

Broad Reach Capital LLC operates as an SEC-registered investment adviser based in Raleigh, NC. The firm has been registered since 2024. It reports $180.5 million in regulatory assets under management and employs 4 people.

Broad Reach Capital LLC owners & executives

1 reported
NameTitleOwnershipSince
Scott Aaron Syphers ControlManaging Member/CcoOver 75%2011

Frequently asked questions

How much does Broad Reach Capital LLC manage?

Broad Reach Capital LLC reports $180.5 million in regulatory assets under management on its Form ADV.

How many employees does Broad Reach Capital LLC have?

Broad Reach Capital LLC reports 4 employees.

Where is Broad Reach Capital LLC located?

Broad Reach Capital LLC is based in Raleigh, NC and has been SEC-registered since 2024.

Does Broad Reach Capital LLC disclose fund performance?

Broad Reach Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1101 Haynes St, Suite 213, Raleigh, NC 27604
Phone919-309-9325
Fax919-309-9890
Office hours8:30 a.m. - 5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$180.5M▲ 43%
Mar '25 — $126MApr '25 — $126MMay '25 — $126MJun '25 — $126MJul '25 — $126MAug '25 — $126MSep '25 — $126MOct '25 — $126MNov '25 — $126MDec '25 — $126MJan '26 — $126MFeb '26 — $180.5MMar '26 — $180.5MApr '26 — $180.5MMay '26 — $180.5MJun '26 — $180.5M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$180.5Mregulatory AUM
Discretionary $180.5M