Broadleaf Partners, LLC
● SEC registered since 2010CRD 137433SEC# 801-71143Hudson, OH
Reg. AUM
$551.3M
Employees
7
Accounts
582
Location
Hudson, OH
Broadleaf Partners, LLC assets under management
Broadleaf Partners, LLC is an investment advisory firm registered with the SEC based in Hudson, OH. The firm has been registered since 2010. It reports $551.3 million in regulatory assets under management and employs 7 people.
Broadleaf Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Scott MacKay Control | Ceo & Cio | 50-75% | 2005 |
| Peter Edward MacKay Control | Cco | Under 5% | 2023 |
| William Frank Hoover Control | President & Coo | 50-75% | 2009 |
Frequently asked questions
How much does Broadleaf Partners, LLC manage?
Broadleaf Partners, LLC reports $551.3 million in regulatory assets under management on its Form ADV.
How many employees does Broadleaf Partners, LLC have?
Broadleaf Partners, LLC reports 7 employees.
Where is Broadleaf Partners, LLC located?
Broadleaf Partners, LLC is based in Hudson, OH and has been SEC-registered since 2010.
Does Broadleaf Partners, LLC disclose fund performance?
Broadleaf Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9 Aurora Street, Suite #5, Hudson, OH 44236 |
| Phone | 330-650-0921 |
| Fax | 330-650-0936 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1712686 |
| Discloses disciplinary history | No |
Regulatory AUM
$551.3M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$551.3Mregulatory AUM
Discretionary $550MNon-discretionary $1.3M