DFX Intelligence
Family Office Intelligence
A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.
Family office profile
Broe Family Office
Why this class: The Broe Group's release lists Broe Family Office as a core unit of the Broe family's Denver investment group..
Verified Sep 16, 2026 (2 days ago)
Last observed Sep 16, 2026 · 23 observations · 3 sources
6 people · 0 investments · 0 public positions · 3 events
Identity
75
high
Data depth
55
elevated
Freshness
100
high
Active deployment
0
low
Direct investing
0
low
External managers
0
low
Private markets
0
low
Sponsor-friendly
0
low
Real estate
0
low
Co-investment
0
low
Contactability
35
elevated
Mandate confidence
20
moderate
Twelve separate dimensions, each 0 to 100 from listed components. There is no single family office score; the components are in the evidence section.
Overview
Profile completeness 38% (high value, high value shallow; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
- Classification
- Single family office (confirmed)
- Description
- The Broe Group is a private, multi-billion-dollar investment group with diversified holdings throughout North America.
- Headquarters
- 252 Clayton St, Denver, CO 80206
- Office address
- unknown
- Business phone
- unknown
- Website
- broe.com
- Year established
- unknown
- Assets under management
- unknown
- Capital scale
- Reported office AUM: unknown. No public number of any kind.
Classification history
- Sep 13, 2026Single family office (confirmed) 75%The Broe Group's release lists Broe Family Office as a core unit of the Broe family's Denver investment group.Factverifiedprnewswire.com“The governing board oversees synergies and strategies for The Broe Group's core business units, including Broe Real Estate Group, OmniTRAX, and Broe Family Offi”
- Sep 12, 2026Single family office (probable) 70%a press release by The Broe Group describes it as a single family office (cited)Fact
Family and wealth origin
- Family served
- Broe family (founder Pat Broe)
- Source of wealth
- unknown
- Operating company origin
- unknown
Team
| Person | Title | Responsibility | Business contact | Source |
|---|---|---|---|---|
| Alex Darden | Member, Broe Family Board | Board | none on record | prnewswire.com Fact |
| Cameron Scott | Broe Family Board Chairman | Board | none on record | prnewswire.com Fact |
| John Hayes | Member, Broe Family Board | Board | none on record | prnewswire.com Fact |
| Carl Peterson | President and Chief Investment Officer | Chief investment officer · investment decisions | email: cpeterson@broe.com (unverified) | broe.com Fact |
| Pat Broe family | Founder and CEO | Family principal | email: pbroe@broe.com (unverified) | broe.com Fact |
| Sean Broe family | Partner | Family principal · investment decisions | email: sbroe@broe.com (unverified) | broe.com Fact |
Investment mandate
Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Nothing to infer from.
- Invests directly
- unknown
- Allocates to managers
- unknown
- Asset classes
- Diversified holdings in real estate, rail, Infrastructure, energy, agriculture, water, healthcare and technology across 37 North American states and provinces
- Sectors
- unknown
- Geography
- unknown
- Check size
- unknown
Direct investments
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
Form 13F holdings
No 13F filing on the record for this office.
Real estate
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
No co-investor on the record.
Independent sponsor relationships
No cited relationship to an independent sponsor.
Signals and timeline
Most significant first: what kind of change it is, its size, whose change it is, and how recent. 3 events. 13F position changes are under Public stakes and holdings.
- Sep 13, 2026Classification changedBroe Family Office: PROBABLE_SFO -> CONFIRMED_SFO (The Broe Group's release lists Broe Family Office as a core unit of the Broe family's Denver investment group.)ClassificationFactprnewswire.com
- Dec 11, 2025Office discoveredBroe Family Office named as a single family office on prnewswireDiscoveryFactprnewswire.com
- Dec 11, 2025Succession eventBroe Group adds Ball Corporation's John Hayes and EQT's Alex Darden to the Broe Family BoardPeopleFactprnewswire.com
Sources and evidence
Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 23 shown.
Score components
Freshness
+100 days since the newest source-dated fact or analyst verification (1 days)
Contactability
+15 named decision-makers (Carl Peterson (President and Chief Investment Officer))
+10 verified business emails (1)
+10 verified business phones (1)
Data confidence
+10 website
+10 description
+10 stated mandate
+10 people
+15 independent sources (3 sources)
Active deployment
no components; scored 0
Exists confidence
+20 website
+30 independent sources (3 sources)
+30 analyst-verified
Research priority
+15 single family or family investment company
+0 rank (1417)
Mandate confidence
+20 stated mandate on the record
Identity confidence
+75 classification (CONFIRMED_SFO (The Broe Group's release lists Broe Family Office as a core unit of the Broe family's Denver investment group.))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
+40 family named (Broe family (founder Pat Broe))
+20 family principal on staff
Private markets propensity
no components; scored 0
Current activity confidence
+25 a source-dated fact within 12 months (1 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
| Fact | Value | Effective | Source | Class |
|---|---|---|---|---|
| Asset classes | Diversified holdings in real estate, rail, infrastructure, energy, agriculture, water, healthcare and technology across 37 North American states and provinces “private, multi-billion-dollar investment group with diversified holdings in real estate, rail, infrastructure, energy, agriculture, water, healthcare and technology throughout 37 North American states” | Dec 11, 2025 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Description | The Broe Group is a private, multi-billion-dollar investment group with diversified holdings throughout North America. | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) broe.com | Fact |
| Family generation | Two generations of family ownership; eldest son Sean Broe active since 2009 “has been involved with the Broe Organization since 2009” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Family generation | Two generations of family ownership; eldest son Sean Broe active since 2009 “has been involved with the Broe Organization since 2009” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Family served | Broe family (founder Pat Broe) “Pat Broe, founder of The Broe Group, is known for tough negotiating as part of his investment strategy.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Family served | Broe family (founder Pat Broe) “Pat Broe, founder of The Broe Group, is known for tough negotiating as part of his investment strategy.” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Formation year | Founded 1972 by Pat Broe as a Denver real estate asset management firm “Founded in 1972, The Broe Group is a privately held company encompassing two generations of family-ownership.” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Formation year | Founded 1972 by Pat Broe as a Denver real estate asset management firm “Founded in 1972, The Broe Group is a privately held company encompassing two generations of family-ownership.” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Headquarters | 252 Clayton St, Denver, CO 80206 “252 Clayton St, Denver, CO 80206” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Headquarters | 252 Clayton St, Denver, CO 80206 “252 Clayton St, Denver, CO 80206” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Investment committee | Governance includes a Broe Family Board chaired by Cameron Scott, with outside directors added for expertise “John and Alex bring an unparalleled blend of visionary leadership, market knowledge, and operational excellence that align perfectly with The Broe Group's strengths.” | Dec 11, 2025 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Liquidity event | Great Western Petroleum, an oil and gas affiliate owned in part by The Broe Group, was sold to PDC Energy in a $1.3 billion deal “Great Western is a Denver-based DJ Basin operator owned by affiliates of EIG, TPG Energy Solutions LP, and The Broe Group with core operations in the western flank of the Wattenberg field in Weld and ” | Feb 28, 2022 | DFX analyst research (General-assisted, every claim URL-cited) jpt.spe.org | Fact |
| Office type (stated) | single_family_office “The governing board oversees synergies and strategies for The Broe Group's core business units, including Broe Real Estate Group, OmniTRAX, and Broe Family Office.” | Sep 13, 2026 | DFX analyst research (General-assisted, every claim URL-cited) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Dec 11, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Office type (stated) | single_family_office | Dec 11, 2025 | PR Newswire releases that name a family office (discovery and investment records, quoted) prnewswire.com | Fact |
| Real estate strategy | Focuses on asset stabilization, cash flow growth, and defined exit strategies in value-add commercial real estate “asset stabilization, cash flow growth and a defined exit strategy” | Sep 16, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Real estate strategy | Focuses on asset stabilization, cash flow growth, and defined exit strategies in value-add commercial real estate “asset stabilization, cash flow growth and a defined exit strategy” | Sep 15, 2026 | DFX analyst research (General-assisted, every claim URL-cited) broe.com | Fact |
| Site mentions | real_estate | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) broe.com | Fact |
| Sponsor behavior | Co-invests directly in large energy asset acquisitions alongside institutional partners such as CPPIB “This is a milestone transaction for The Broe Group and represents the kind of investment we are actively seeking.” | Oct 8, 2015 | DFX analyst research (General-assisted, every claim URL-cited) globenewswire.com | Fact |
| Website | broe.com | Sep 16, 2026 | DFX model output (classification rules, scores, mandates, matches) broe.com | Inference |
| Website read | site-fo-3 | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) broe.com | Fact |
| Website search | not_found | Sep 14, 2026 | DFX model output (classification rules, scores, mandates, matches) no URL | Inference |
| Website title | The Broe Group | Real Estate | Rail | Infrastructure | Sep 16, 2026 | Family office and investment company websites (about, team, portfolio, news pages) broe.com | Fact |