BROAD REACH CAPITAL LLC
SEC RegisteredWhen we think of business risk, we think of performance, not merely management.
About the firm
Broad Reach Partners is a firm that, through its affiliated companies, serves clients with captive insurance company management, innovative reinsurance options, and investment advisory solutions. The firm adopts a creative, bespoke philosophy designed to help clients take advantage of singular opportunities across fluctuating markets and changing tax and legislative climates.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Captive Insurance Consulting, Innovative Reinsurance, and Custom Investment and Wealth Management, offered through affiliated companies Broad Reach Risk Management LLC, Broad Reach Reinsurance Company, Inc., and Broad Reach Capital LLC.
Who they serve
Entrepreneurial companies and high net worth families, including Multi-Family Offices, Transportation and logistics, Energy, Manufacturing, Professional Services, Construction, and Franchisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 3 | $586k |
| High Net Worth Individuals | 6 | $2.2M |
| Sovereign Wealth Funds | 9 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BROAD REACH CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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