Broadcrest Asset Management provides portfolio management for pooled vehicles. The firm advises 5 private funds.
Broadcrest Asset Management reports 5 pooled investment vehicles. These counts refer to investment vehicles, rather than the individual investors in them. Of its assets, 100.0% ($415M across 5 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Pooled investment vehicles | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Pooled investment vehicles | 5 | $415M | 100.0% | $83.1M |
| Total | 5 | $415M | 100% | $83.1M |
- Clients
- 5
- Regulatory AUM
- $415M
- AUM share
- 100.0%
- Avg. per client
- $83.1M
Total
- Clients
- 5
- Regulatory AUM
- $415M
- AUM share
- 100%
- Avg. per client
- $83.1M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 5
Broadcrest Asset Management is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
John Burden owns 25% to 50% of Broadcrest Asset Management. The leadership team of Broadcrest Asset Management includes Chief Financial Officer Joshua Davis. It has 10 employees, 7 of them in advisory roles.
Leadership
- Joshua DavisChief Financial Officer & Chief Compliance Officer
- John BurdenCEO and Co-Manager
- Randy BurdenMember
- Charles DudleyManaging Director and Co-Manager
Staff
- 10 employees
- 7 in advisory functions
- 1 soliciting firm
- Owns 25% to 50% of Broadcrest Asset Management, LLC
John Burden
Control person · since September 2015
- Owns 10% to 25% of Broadcrest Asset Management, LLC
Charles Dudley
Control person · since October 2015
- Owns 5% to 10% of Broadcrest Asset Management, LLC
Randy Burden
since October 2015
- Owns 5% to 10% of Broadcrest Asset Management, LLC
ZB Investments LLC
since January 2022
- Owns 50% to 75% of ZB Investments LLC
Brian Musso
Control person · since January 2022
- Owns 50% to 75% of ZB Investments LLC
John Musso
Control person · since January 2022
Broadcrest Asset Management’s regulatory assets grew 1.7× from $248M (June 2021) to $415M (March 2026); clients rose from 4 to 5 and employees from 5 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $415M | 5 | 10 | 1 |
| March 2025 | $458M | 5 | 9 | 1 |
| March 2024 | $401M | 6 | 6 | 1 |
| June 2023 | $265M | 6 | 8 | 1 |
| March 2022 | $324M | 4 | 5 | 1 |
| June 2021 | $248M | 4 | 5 | 1 |
Besides its headquarters, Broadcrest Asset Management has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 558 W. New England Avenue, Suite 250, Winter ParkHQ
Other business names
Broadcrest Asset Management has reported 1 other business name to the SEC.
- Broadcrest
Contact and registration details
- Legal name
- Broadcrest Asset Management, LLC
- Headquarters
- 558 W. New England Avenue, Suite 250, Winter Park, FL 32789
- Website
- broadcrest.com
- Phone
- 407-754-0026
- @broadcrest
- SEC file
- 801-121865
- Structure
- Florida LLC
- Fiscal year end
- December
Broadcrest Asset Management has custody of client assets.
How many clients does Broadcrest Asset Management have?
Broadcrest Asset Management has 5 clients and manages $415 million for them, as of March 2026. They include 5 pooled investment vehicles.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Broadcrest Asset Management offer?
Broadcrest Asset Management provides portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Broadcrest Asset Management have?
Broadcrest Asset Management has 0 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
Who owns Broadcrest Asset Management?
Broadcrest Asset Management is owned through a holding company by Brian and John Musso. Its direct owners are John Burden, Charles Dudley, Randy Burden and ZB Investments LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Broadcrest Asset Management get paid?
Broadcrest Asset Management is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Broadcrest Asset Management?
Broadcrest Asset Management’s main office is at 558 W. New England Avenue, Suite 250, Winter Park, FL 32789. Its phone number is 407-754-0026. Its website is broadcrest.com.