Broad Reach Retail Partners LLC
CRD 340702SEC# 801-137155Millersville, MD
No longer SEC-registered. Broad Reach Retail Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #4,551 of 6,030 private fund managers by regulatory AUM.
Reg. AUM
$309M
Fund GAV
$513.9M
Private funds
29
Employees
18
Accounts
29
Location
Millersville, MD
Broad Reach Retail Partners LLC assets under management
Broad Reach Retail Partners LLC operates as an SEC-registered investment adviser based in Millersville, MD. It reports $309 million in regulatory assets under management and employs 18 people. Broad Reach Retail Partners LLC manages 29 private funds with combined gross assets of $513.9 million, including Broad Reach Retail Partners Shopping Center Fund III. By regulatory assets, it ranks 4,551 of 6,030 private fund managers.
Broad Reach Retail Partners LLC private funds
29 funds · $513.9M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Broad Reach Retail Partners Shopping Center Fund III | Real Estate | $60.1M | — |
| Carlisle Commons Holdings LLC | Real Estate | $47.7M | — |
| Broad Reach Retail Partners Shopping Center Fund II | Real Estate | $37.3M | — |
| Broad Reach Retail Parnters Shopping Center Fund I | Real Estate | $31.7M | — |
| Heritage Square Ventures LLC | Real Estate | $28.5M | — |
| Brf II Avent Ferry LLC | Real Estate | $24.9M | — |
| Brf III Hunt River LLC | Real Estate | $21.9M | — |
| Brf II Baker Square LLC | Real Estate | $20.9M | — |
| Brrp East Park LLC | Real Estate | $20M | — |
| Brf III Eagle Village LLC | Real Estate | $19.7M | — |
See all 29 funds — unlock the full record.
Join to unlock · $37/moBroad Reach Retail Partners LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amritha Investments LLC Control | Partner | Over 75% | 2026 |
| Michael Castellitto Control | Partner | 5-10% | 2026 |
| Nathanial Tower Control | President/Ceo | Under 5% | 2026 |
| Theodore James Kallergis Control | Cco/Cfo | Under 5% | 2026 |
| Nathanial Tower Control | Owner | — | 2026 |
Frequently asked questions
How much does Broad Reach Retail Partners LLC manage?
Broad Reach Retail Partners LLC reports $309 million in regulatory assets under management on its Form ADV.
How many private funds does Broad Reach Retail Partners LLC manage?
Broad Reach Retail Partners LLC manages 29 private funds with combined gross assets of $513.9 million.
How many employees does Broad Reach Retail Partners LLC have?
Broad Reach Retail Partners LLC reports 18 employees.
Where is Broad Reach Retail Partners LLC located?
Broad Reach Retail Partners LLC is based in Millersville, MD.
Does Broad Reach Retail Partners LLC disclose fund performance?
Broad Reach Retail Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1111 Benfield Blvd, Ste 100, Millersville, MD 21108 |
| Office hours | 9:00-5:00M-F |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,306 advisers
AUM vs fund managersTop 75%
Larger than 25% of 6,030 private-fund managers
Number of fundsTop 8%
More funds than 92% of fund managers
EmployeesTop 26%
More than 74% of 16,824 advisers
Assets under management
$309Mregulatory AUM
Discretionary $309M
Service providers
Custodian
Administrator