Overview
The Adviser is an investment adviser with its principal place of business in New York, New York. The
Adviser was formed in February 2002 and commenced operations as an investment adviser in June 2002.
The Adviser is registered as an investment adviser with the SEC. Neal C. Bradsher is the principal owner
of the Adviser.
The Adviser provides the following advisory services both on a discretionary and non-discretionary basis
to two clients. The Adviser provides investment advisory services on a discretionary basis to Broadwood
Partners, L.P. (“BPLP” or the “Partnership”), a pooled investment vehicle intended for sophisticated
investors. The Adviser also provides investment advisory services on a non-discretionary basis to a pooled
investment vehicle serving members of a single-family group (the “Non-Discretionary Advisory Account”).
The Adviser is one of several investment advisers providing investment advisory services to the Non-
Discretionary Advisory Account and the Adviser does not provide continuous and regular supervisory or
management services to the Non-Discretionary Advisory Account. Other than these two clients, the Adviser
has no other business activities.
The Adviser provides advice to its client accounts based on specific investment objectives and strategies.
Discretionary management clients may not impose restrictions on investing in certain securities or certain
types of securities.
The Adviser does not participate in wrap-fee programs.
As of December 31, 2023, the Adviser managed $1,224,233,537 (with $1,040,233,602 of net equity) on a
discretionary basis and advised the Non-Discretionary Advisory Account which had assets of
$538,617,924.