Broadstone Real Estate, LLC is a large advisory firm based in Rochester. It manages $1.04 billion of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012.
Broadstone Real Estate provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Broadstone Real Estate, LLC is $1.04 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 263% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Broadstone Real Estate, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Agha Shujaat Khan has been acting as President since 1 Jul 2015. Norman Peter Leenhouts has served as the Chief Investment Officer since 1 Aug 2006. Llc Trident Bre joined the executive team most recently as the Owner.
The principal office where Broadstone Real Estate, LLC performs its advisory services is located at 530 Clinton Square, Rochester, NY 14604, which is also the mailing address of the firm. An additional office of the firm is in Boynton Beach, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 585-287-6500 or by fax 585-287-6505. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at broadstone.com.