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CRD 120462
CHARLOTTE, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CHRISTOPHER ROCCO PAVESE | Chartered Financial Analyst | CHARLOTTE, NC | 17 | 18 | n/a | no |
| ANDREA MARIE SEFLER | Chartered Financial Analyst | CHARLOTTE, NC | 8 | 16 | n/a | no |
| Patrick Wells | Chartered Financial Analyst | CHARLOTTE, NC | 2 | 10 | n/a | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CAPITAL SOUTH PARTNERS FUND II | Private Equity Fund | $57.5M | Dec 13, 2013 | 66 | Mar 2, 2012 | dropped | n/a |
| CAPTIAL SOUTH PARTNERS FUND III | Private Equity Fund | $38.3M | Dec 13, 2013 | 99 | Mar 2, 2012 | dropped | n/a |
| SURETY PARTNERS, LLC | Hedge Fund | $23.6M | Dec 13, 2013 | 31 | Mar 2, 2012 | dropped | 021-1462920 |
| BROYHILL AFFINTY FUND, LLC | Hedge Fund | $22.1M | Aug 27, 2012 | 26 | Mar 2, 2012 | dropped | 021-1440508 |
| BROYHILL PARTNERS, LP | Hedge Fund | $16.8M | May 23, 2024 | 13 | Mar 28, 2023 | reported | 021-466511 |
| CAPITAL SOUTH PARTNERS FUND | Private Equity Fund | $16.7M | Dec 13, 2013 | 33 | Mar 2, 2012 | dropped | n/a |
| THE BROYHILL ALL WEATHER FUND LP | Hedge Fund | $15.6M | Dec 13, 2013 | 28 | Mar 2, 2012 | dropped | 021-1048088 |
| P.B. REALTY, LLC | Real Estate Fund | $14.1M | Dec 13, 2013 | 165 | Mar 2, 2012 | dropped | n/a |
| BAM CREDIT OPPORTUNITIES FUND | Other Private Fund | $11.4M | May 23, 2024 | 14 | Jun 24, 2021 | reported | 021-387892 |
| HELVETICA FLAGSHIP FUND I LLC | Real Estate Fund | $5.2M | Dec 13, 2013 | 3 | Mar 2, 2012 | dropped | n/a |
| BROYHILL PARTNERS, LLC | Private Equity Fund | $85,152 | Dec 13, 2013 | 10 | Mar 2, 2012 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BROYHILL, MARKHAM, HUNT | CHAIRMAN/OWNER | B | yes | 08/1998 | Jan 20, 2012 | May 23, 2024 |
| MINGES, KYLE, ANDREW | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | Na | yes | 11/2023 | Nov 29, 2023 | May 23, 2024 |
| PAVESE, CHRISTOPHER, ROCCO | PRESIDENT & CHIEF INVESTMENT OFFICER | E | yes | 08/2022 | Mar 29, 2012 | May 23, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BROYHILL PARTNERS GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 13, 2026 | $205M | $204M | 6 | 4 | 0 | 3 | n/a |
| 2024 | Mar 26, 2025 | $225M | $210M | 7 | 4 | 0 | 2 | n/a |
| 2023 | Mar 28, 2024 | $192M | $191M | 5 | 3 | 0 | 2 | $28.2M |
| 2022 | Mar 28, 2023 | $148M | $148M | 5 | 3 | 0 | 2 | $7.9M |
| 2021 | Mar 25, 2022 | $117M | $88.3M | 3 | 2 | 0 | 1 | $11.6M |
| 2012 | Mar 28, 2013 | $48.6M | $12.3M | 5 | 2 | n/a | 8 | $171M |
| 2011 | Mar 29, 2012 | $97.8M | $58.6M | n/a | n/a | n/a | 9 | $193M |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $205M | $225M | -9.1% | $148M | 11.3% | 6 | 7 | 0 | 0 |