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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

BROADVIEW REAL ESTATE PARTNERS, LLC

CRD 297775

STAMFORD, CT

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Search this name across graphsid dfx:ria:7f48dfd3-92d4-2c9d-f6f6-8c09b2605b70

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 1
Observed: Jul 12, 2018 to Mar 31, 2026
11 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Real Estate Fundsidentity

Broadview Real Estate Partners, LLC

Real estate fund manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $425MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $425M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 8
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $0
SEC number: 801-113817
CRD: 297775
Filings on the tape: 11
First filed: Jul 12, 2018
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, DE
Website: broadviewrep.com

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
BROADVIEW REAL ESTATE PARTNERS FUND, LP	Real Estate Fund	$194M	Mar 29, 2024	16	Dec 10, 2018	reported	021-328487
BRV PARTNERS FUND I, LP	Real Estate Fund	$109M	Mar 29, 2024	19	Mar 30, 2016	reported	021-240272
BRV PARTNERS FUND III, LP	Real Estate Fund	$70.4M	Mar 29, 2024	9	Mar 31, 2023	reported	n/a
BRV PARTNERS FUND II, LP	Real Estate Fund	$67.0M	Mar 29, 2024	14	Mar 30, 2020	reported	021-367230

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DONNELLY, TARA, ELIZABETH	CHIEF COMPLIANCE OFFICER, DIRECTOR OF FINANCE AND OPERATIONS	Na	yes	03/2020	Mar 30, 2020	Mar 29, 2024
ELLMAN, LAWRENCE, DOUGLAS	MANAGING MEMBER, MANAGING PARTNER	C	yes	06/2018	Jul 12, 2018	Mar 29, 2024
GROSSMAN, JASON, REID	MANAGING MEMBER, MANAGING PARTNER	C	yes	06/2018	Jul 12, 2018	Mar 29, 2024
MEDEARIS, MATTHEW, HOLMES	MEMBER, PARTNER	B	yes	06/2018	Jul 12, 2018	Mar 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BERKSHIRE REALTY VENTURES FUND, LLC	n/a	n/a	n/a	N	no	n/a
BREP GP, LLC	n/a	n/a	n/a	Y	yes	n/a
BRVP GP, LLC	n/a	n/a	n/a	N	no	n/a
BRVP II, GP, LLC	n/a	n/a	n/a	Y	yes	n/a
BRVP III GP, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$425M	$425M	8	6	5	n/a
2024	Mar 31, 2025	$441M	$441M	9	6	4	n/a
2023	Mar 29, 2024	$441M	$441M	9	6	4	$441M
2022	Mar 31, 2023	$476M	$476M	9	6	4	$476M
2021	Mar 31, 2022	$210M	$210M	7	6	1	$70.1M
2020	Mar 31, 2021	$196M	$196M	7	6	1	$196M
2019	Mar 30, 2020	$205M	$205M	7	5	1	$205M
2018	Mar 20, 2019	$110M	$110M	4	4	1	$110M

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$425M	$441M	-3.7%	$476M	-3.7%	8	9	0	0

Relationships

Advises (4)

→ BRV PARTNERS FUND I, LPPrivate fundReal Estate Fund, IA
Mar 30, 2016 to presentfactForm ADV
→ BRV PARTNERS FUND II, LPPrivate fundReal Estate Fund, IA
Mar 30, 2020 to presentfactForm ADV
→ BROADVIEW REAL ESTATE PARTNERS FUND, LPPrivate fundReal Estate Fund, IA
Dec 10, 2018 to presentfactForm ADV
→ BRV PARTNERS FUND III, LPPrivate fundReal Estate Fund, IA
Mar 31, 2023 to presentfactForm ADV

Controls (4)

← ELLMAN, LAWRENCE, DOUGLASOwnerMANAGING MEMBER, MANAGING PARTNER, ownership code C, individual
Jul 12, 2018 to Mar 29, 2024factForm ADV
← GROSSMAN, JASON, REIDOwnerMANAGING MEMBER, MANAGING PARTNER, ownership code C, individual
Jul 12, 2018 to Mar 29, 2024factForm ADV
← MEDEARIS, MATTHEW, HOLMESOwnerMEMBER, PARTNER, ownership code B, individual
Jul 12, 2018 to Mar 29, 2024factForm ADV
← DONNELLY, TARA, ELIZABETHOwnerCHIEF COMPLIANCE OFFICER, DIRECTOR OF FINANCE AND OPERATIONS, ownership code NA, individual
Mar 30, 2020 to Mar 29, 2024factForm ADV

Dated events

Occurred
Mar 31, 2023
Regulatory AUM changed
Broadview Real Estate Partners, Llc reported RAUM $476.4M, up 126% from $210.3M (2022-03-31 to 2023-03-31)
Form ADVobserved 6 days ago
$266M
Occurred
Mar 30, 2020
Control person joined
Elizabeth Tara Gottlieb (Chief Compliance Officer, Director Of Finance And Operations) appeared on Schedule A of Broadview Real Estate Partners, Llc
Form ADVobserved 6 days ago
Occurred
Jul 12, 2018
First Form ADV filing
Broadview Real Estate Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f48dfd3-92d4-2c9d-f6f6-8c09b2605b70
First observed: Jul 12, 2018
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BROADVIEW REAL ESTATE PARTNERS, LLC

CRD 297775

STAMFORD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f48dfd3-92d4-2c9d-f6f6-8c09b2605b70

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

BROADVIEW REAL ESTATE PARTNERS FUND, LP

Real Estate Fund

$194M

Mar 29, 2024

Dec 10, 2018

reported

021-328487

BRV PARTNERS FUND I, LP

Real Estate Fund

$109M

Mar 29, 2024

Mar 30, 2016

reported

021-240272

BRV PARTNERS FUND III, LP

Real Estate Fund

$70.4M

Mar 29, 2024

Mar 31, 2023

reported

n/a

BRV PARTNERS FUND II, LP

Real Estate Fund

$67.0M

Mar 29, 2024

Mar 30, 2020

reported

021-367230

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DONNELLY, TARA, ELIZABETH

CHIEF COMPLIANCE OFFICER, DIRECTOR OF FINANCE AND OPERATIONS

yes

03/2020

Mar 30, 2020

Mar 29, 2024

ELLMAN, LAWRENCE, DOUGLAS

MANAGING MEMBER, MANAGING PARTNER

yes

06/2018

Jul 12, 2018

Mar 29, 2024

GROSSMAN, JASON, REID

MANAGING MEMBER, MANAGING PARTNER

yes

06/2018

Jul 12, 2018

Mar 29, 2024

MEDEARIS, MATTHEW, HOLMES

MEMBER, PARTNER

yes

06/2018

Jul 12, 2018

Mar 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BERKSHIRE REALTY VENTURES FUND, LLC

n/a

BREP GP, LLC

n/a

yes

n/a

BRVP GP, LLC

n/a

BRVP II, GP, LLC

n/a

yes

n/a

BRVP III GP, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$425M

n/a

2024

Mar 31, 2025

$441M

n/a

2023

Mar 29, 2024

$441M

2022

Mar 31, 2023

$476M

2021

Mar 31, 2022

$210M

$70.1M

2020

Mar 31, 2021

$196M

2019

Mar 30, 2020

$205M

2018

Mar 20, 2019

$110M

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$425M

$441M

-3.7%

$476M

-3.7%