Broadshore Capital Partners, Llc
- Regulatory AUM
- $982M
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $89.2M
- Accounts
- 11
- Employees
- 16
AUM over time
Annual snapshots from Form ADV filings · as of Jul 28, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| State or municipal government entities | 1 | $492M | 50.2% |
| Other | 10 | $489M | 49.8% |
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| O'neill, Kerri, Anne | Member & Chief Performance Officer | Jan 2002 (25y) | Less than 5% | |
| Howe, Bradford, Wilson | Ceo, Director, Member And Investment Committee Chair | Aug 2010 (16y) | 5% – 10% | |
| Munn, Russell, Dean | Member & Chief Operating Officer | Feb 2019 (8y) | Less than 5% | |
| Mason, Matthew, Joseph | Chief Financial Officer | Jun 2019 (7y) | Less than 5% | |
| Branzburg, Elena, Nmn | General Counsel And Chief Compliance Officer | Mar 2020 (6y) | Less than 5% | |
| Liolis, Nicholas, Nmn | Director | Mar 2023 (3y) | Less than 5% | |
| Gordon, Maurice, A. | Director | Aug 2024 (2y) | Less than 5% | |
| Lurye, Felix, Nmn | Director | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guardian Broadshore, Llc | Member | Feb 2019 | A | 75% or more |
| The Guardian Life Insurance Company Of America | Member | Dec 2001 | B | ≈ 23.73% – 100% via Guardian Investor Services, Llc |
| Guardian Investor Services, Llc | Member | Aug 2015 | B | ≈ 31.64% – 100% via Hanover Square Real Estate Management Llc |
| Hanover Square Lcp Llc | Member | May 2016 | B | ≈ 56.25% – 100% via Guardian Broadshore, Llc |
| Hanover Square Real Estate Management Llc | Member | Oct 2015 | B | ≈ 42.19% – 100% via Hanover Square Lcp Llc |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Guardian Life Insurance Company Of America: 75% – 100% of Guardian Investor Services, Llc × 75% – 100% of Hanover Square Real Estate Management Llc × 75% – 100% of Hanover Square Lcp Llc × 75% – 100% of Guardian Broadshore, Llc × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Guardian Investor Services, Llc: 75% – 100% of Hanover Square Real Estate Management Llc × 75% – 100% of Hanover Square Lcp Llc × 75% – 100% of Guardian Broadshore, Llc × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Hanover Square Lcp Llc: 75% – 100% of Guardian Broadshore, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Hanover Square Real Estate Management Llc: 75% – 100% of Hanover Square Lcp Llc × 75% – 100% of Guardian Broadshore, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ACQUISITION, DISPOSITION & ORIGINATION FEES.
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 28, 2026.
View current Form ADV (SEC/IAPD) ↗