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Broadleaf Partners, LLC

● SEC registered since 2010CRD 137433SEC# 801-71143Hudson, OH
Export (members)
Reg. AUM
$494.7M
Employees
7
Accounts
526
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 $494.7 million in regulatory assets under management and employs 7 people.
www.linkedin.com/company/broadleaf-partners-llcView on SEC.gov ↗

Broadleaf Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Douglas Scott MacKay ControlCeo & Cio50-75%2005
Peter Edward MacKay ControlCcoUnder 5%2023
William Frank Hoover ControlPresident & Coo50-75%2009

Frequently asked questions

How much does Broadleaf Partners, LLC manage?

Broadleaf Partners, LLC reports $494.7 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

Address9 Aurora Street, Suite #5, Hudson, OH 44236
Phone330-650-0921
Fax330-650-0936
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1712686
Discloses disciplinary historyNo

Assets under management

Discretionary$493.9M
Non-discretionary$881K
Total (RAUM)$494.7M