Broadview Real Estate Partners, LLC (the “Adviser” or “Broadview”), is a Delaware limited
liability company established in 2018. Larry Ellman, Jason Grossman, and Matthew Medearis are
the owners of all of the membership interests in the Adviser.
The Adviser provides advisory services to its privately offered pooled investment vehicles,
Broadview Real Estate Partners Fund, LP and its related feeder fund (“BREP Fund”), BRV Partners
Fund I, LP and its related feeder fund (“BRV Fund I”), BRV Partners Fund II, LP and its related
feeder fund (“BRV Fund II”), and BRV Partners Funds III, LP (collectively the “Funds”). The
Adviser may provide advisory services to additional pooled investment vehicles and other types
of clients in the future.
The primary focus of the Adviser’s advisory business is sourcing, underwriting, structuring,
closing, and managing the Fund’s investments in real estate operating companies and real-estate
related investments, in accordance with
the strategies set forth in the Fund’s offering documents
and/or governing documents and agreements (collectively, “Governing Documents”). For a more
extensive description of the Funds and the investment strategies that the Adviser uses in formulating
investment advice and managing its Fund’s assets, please see Item 7 and Item 8 below.
The Funds do not impose restrictions on the Adviser in relation to investing in certain securities or
types of securities, except as may be set forth in their respective Governing Documents. If provided
in the Fund’s Governing Documents, the application of certain of such restrictions may be waived,
generally only with the approval of an “Advisory Committee” of the Funds, if applicable. The
Fund’s Advisory Committee is generally comprised of representatives of a number of the underlying
investors (each, an “Underlying Investor”) of the Funds.
As of December 31, 2023, the Adviser manages $440,935,813 in discretionary assets.