SourcingSourcing

BROADSHORE CAPITAL PARTNERS, LLC

C43
CRD 119200·SEC 801-61687·LOS ANGELES, CA
AUM
$981.6M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BROADSHORE CAPITAL PARTNERS, LLC
CRD
119200
SEC file #
801-61687
EIN
—
DBA names
—

Economics

AUM
$981.6M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.71B → $981.6M▼ -43%
Client mix
Other10
State Or Municipal Govt1

Operations

Employees (total)
16
Advisory staff (per ADV)
11
Advisory staff (5-yr trend)
'20'26
18 advisors → 11 advisors▼ -39%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — businessesPension consultingOther Advisory Services
Fee basis
% of AUMPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
linkedin.com/company/broadshore-capital-partners(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOWE, BRADFORD, WILSON
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
HOWE, BRADFORD, WILSON
MUNN, RUSSELL, DEAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:broadshore.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2425714
Trust Company Affiliate
No

People (9)

9
HOWE, BRADFORD, WILSON
Direct Owner · 62.5%
2425714
MUNN, RUSSELL, DEAN
Direct Owner · 17.5%
2823299
POMERANZ, JAMES, ROBERT
Direct Owner · 7.5%
8165394
JENNIFER MARIE RICE
IAR
5278878
BROOKE LEIGH Golosinskiy
IAR
6556696
JONATHAN MUELLER
IAR
7071394
SCOTT, CASEY, JAMES
IAR
1782910
SCOTT, JENNIFER, RUTH
IAR
4858057
SCOTT, SHAUGHN, CASEY
IAR
5320069