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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.
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| 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
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| 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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