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The Fund


  The BroadReach Strategy Fund, LP is a growth vehicle I use in growth portfolio construction. The fund is broad based, investing in stock, exchange traded funds, preferred stocks, options , and a small investment in private equity.

Currently there are two positions in the fund that are privately held. One is a pharmaceutical company I have experience with, Phoenix Biotechnology, Phoenixbiotechnology.com. The other is MDTraining.com which I am much closer too as I helped resurrect the company and provided equity to develop and grow. Both are very exciting, you should check out their websites and call me to discuss.





















Firm Assets: $26 million
Minimum Investment: $250,000
Management Fee: 1.5%
Incentive Fee: 20%
Hurdle Rate: None
High Water Mark: Yes
Additions: Monthly
Redemptions: Quarterly
Lockup: 1 Year
Inception Date: January, 2005




































































































































































































































Fund Service Providers

Auditor: Spicer Jefferies, Denver, Colorado
Administrator: BGT Fund Administration, Los Angeles, California
Legal Counsel: Malik Law Group, Atlanta
Prime Broker: Charles Schwab Institutional

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