PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 5:10 AM ET

Sponsor Check › Sponsor group

BR

Broad Reach

One sponsor team, 6 deal companies · Grand Cayman, Cayman Islands (as filed: E9)

Grouped because: 5 shared people, 3 shared management entities, similar issuer names (6) · 6 issuers also list a director who sits on many unrelated issuers (not used to group) (automatic match from the filings) · not the same sponsor?

6deal companies
$1Breported sold
82investors
33Form D filings
2016–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Oct 6, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:16 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Broad Reach is a sponsor group of 6 issuers that PartnerFacts links to one sponsor (shared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names; automatic match from the filings), filing 33 Form D filings between Dec 2016 and Oct 2026.

What this means One team, 6 deal companies, about 10 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $1B to 82 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (6). Issuers are based in Cayman Islands (as filed: E9) (5), DE (1).

What this means $1B raised across the group, about $12.2M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Broad Reach Investment Management LLP (6 issuers, promoter, entity), Russell Burt (6 issuers, director), Taavi Davies (6 issuers, director), Broad Reach GP Limited (4 issuers, executive officer, entity), Nicholas Gaze (4 issuers, director) and 4 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Oct 6, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: BROAD REACH INVESTMENT MANAGEMENT LLP.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AZ, CA, DE, TX, WA), property records (NYC, FL, IL and TX counties) — 3 court cases matching the name, 2 bankruptcy cases matching the name listed in Key records below.

What this means 5 records came back. Each one is listed below with a link to the original document and a line saying why it matched. A name match is not proof it is the same person or company — read the why line and the document. Being sued or named in a release is an accusation, not a finding.

We compared 33 public filings for Broad Reach and found 10 differences, 6 worth asking the sponsor about: Amount sold went down between filings; Investor count went down between filings; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Broad Reach has not run yet — it is joining a line of 8,731 names; searches run around the clock at the hosts' allowed rate. Searched so far: 27 names.

Community comments are quoted as written by their authors. Sources searched: BiggerPockets forums (via DuckDuckGo, Brave, Bing and BiggerPockets search) and Reddit (search feed + public archive).

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

3 cases: 2 dismissed, 1 judgment

SPOUTING ROCK HOLDINGS, LLC v. BROAD REACH CAPITAL, LP dismissed
District Court, D. New Jersey · No. 2:20-cv-02498 · Filed Mar 6, 2020 · Closed Aug 18, 2020 · Nature of suit: 190 Other contract actions
Role of SPOUTING ROCK HOLDINGS, LLC v. BROAD REACH CAPITAL, LP: Party · Outcome: Terminated 2020-08-18 — FJC Integrated Database disposition: Voluntarily dismissed Docket on CourtListener ↗
company name words appear in the caption; court in NJ (not the issuer's state)
Broad Reach Capital v. Woodland Blinds L P dismissed
District Court, S.D. Texas · No. 4:03-cv-01238 · Filed Apr 11, 2003 · Closed Apr 24, 2003 · Nature of suit: 890 Other statutory actions
Role of Broad Reach Capital v. Woodland Blinds L P: Party · Outcome: Terminated 2003-04-24 — FJC Integrated Database disposition: Dismissed: settled Docket on CourtListener ↗
company name words appear in the caption; court in TX (not the issuer's state)
Fdic as Rec of Cool v. Broad Reach, Inc. judgment
District Court, D. Connecticut · No. 2:91-cv-01094 · Filed Nov 22, 1991 · Closed Sep 13, 1995 · Nature of suit: 190 Other contract actions
Role of Fdic as Rec of Cool v. Broad Reach, Inc.: Party · Outcome: Terminated 1995-09-13 — FJC Integrated Database disposition: Judgment on motion before trial; judgment for plaintiff Docket on CourtListener ↗
company name words appear in the caption; court in CT (not the issuer's state)
What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched. · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: AZ, CA, DE, TX, WA (crawled Oct 23, 2026)

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Broad Reach..

State securities regulators searched: AZ (Corporation Commission Securities Division), CA (DFPI — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), DE (DOJ Investor Protection Unit), TX (State Securities Board), WA (DFI) — last crawled Oct 23, 2026, 9:57 PM ET. Other states are not covered.

3. Bankruptcies

2 cases: 2 closed (disposition not in docket feed)

Broad Reach, Inc. v. Laurel Sea Crest Sales Corporation closed
United States Bankruptcy Court, D. Massachusetts · No. 90-01165 · Filed May 10, 1990 · Closed Oct 24, 1995
Role of Broad Reach, Inc. v. Laurel Sea Crest Sales Corporation: Party · Outcome: Case closed 1995-10-24 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MA (not the issuer's state)
Broad Reach, Inc. closed
United States Bankruptcy Court, D. Massachusetts · No. 89-10764 · Filed Mar 23, 1989 · Closed Mar 27, 1996
Role of Broad Reach, Inc.: Party · Outcome: Case closed 1996-03-27 (disposition not included in the bulk docket feed — see docket) Docket on CourtListener ↗
company name words appear in the caption; court in MA (not the issuer's state)
What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only). · Last checked Oct 24, 2026, 2:16 AM ET.

Court records show docket facts only; we never restate allegations as facts. Outcome wording comes from the docket feed; where it does not state a disposition we say so.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

10 differences found between the filings for Broad Reach — 6 worth asking about (compared 33 filings on Oct 24, 2026)

Worth asking · May 10, 2024 – May 9, 2025

Amount sold went down between filings — Broad Reach Explorer Fund LP

The May 10, 2024 filing says $23,196,539 sold; the May 9, 2025 Form D/A says $13,843,902 sold — $9,352,637 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · May 10, 2024 ↗Form D/A (later) · May 9, 2025 ↗Broad Reach Explorer Fund LP — PartnerFacts page ↗
Sources
Worth asking · Jan 12, 2018 – Jan 14, 2019

Amount sold went down between filings — Broad Reach Fund Ltd

The Jan 12, 2018 filing says $562,783,810 sold; the Jan 14, 2019 Form D/A says $52,950,000 sold — $509,833,810 less.

What this means Amounts sold normally only go up as a raise continues. A drop can mean investors were refunded, a figure was corrected, or an earlier number was wrong. Ask the sponsor which it was.

Form D/A (earlier) · Jan 12, 2018 ↗Form D/A (later) · Jan 14, 2019 ↗Broad Reach Fund Ltd — PartnerFacts page ↗
Sources
Worth asking · Jan 12, 2018 – Jan 14, 2019

Investor count went down between filings — Broad Reach Fund Ltd

The Jan 12, 2018 filing reports 34 investors; the Jan 14, 2019 Form D/A reports 8 investors.

What this means Investor counts normally only grow. A smaller number can mean investors left or were refunded, or a count was corrected. Ask the sponsor what happened.

Form D/A (earlier) · Jan 12, 2018 ↗Form D/A (later) · Jan 14, 2019 ↗Broad Reach Fund Ltd — PartnerFacts page ↗
Sources
Worth asking · Dec 8, 2017 – Dec 7, 2018

Taavi Davis is no longer listed on the Dec 7, 2018 amendment — Broad Reach (US) Fund LP

Taavi Davis appears on the Dec 8, 2017 Form D/A (director) but not on the Dec 7, 2018 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D/A · Dec 8, 2017 ↗Form D/A · Dec 7, 2018 ↗Taavi Davis — PartnerFacts page ↗Broad Reach (US) Fund LP — PartnerFacts page ↗
Sources
Worth asking · Jan 12, 2017 – Jan 12, 2018

Taavi Davis is no longer listed on the Jan 12, 2018 amendment — Broad Reach Fund Ltd

Taavi Davis appears on the Jan 12, 2017 Form D (director) but not on the Jan 12, 2018 Form D/A for the same offering.

What this means People leave, and the issuer must list only current officers, directors and promoters. It is still worth asking why this person left and who replaced them.

Form D · Jan 12, 2017 ↗Form D/A · Jan 12, 2018 ↗Taavi Davis — PartnerFacts page ↗Broad Reach Fund Ltd — PartnerFacts page ↗
Sources
Worth asking · May 11, 2022

2 separate companies in this group use the same name: "Broad Reach Explorer Fund LP"

CIK 1927741 (first filed May 11, 2022, Grand Cayman, Cayman Islands (as filed: E9)); CIK 1927734 (first filed May 11, 2022, George Town, Grand Cayman, Cayman Islands (as filed: E9)).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

Broad Reach Explorer Fund LP — PartnerFacts page ↗Broad Reach Explorer Fund Ltd — PartnerFacts page ↗EDGAR filer page · CIK 1927741 ↗EDGAR filer page · CIK 1927734 ↗
Sources
Note · Apr 15, 2024 – Apr 18, 2025

No amendment in the last 12 months on an offering that may still be open — Broad Reach Frontier Opportunity Master Fund LP (latest filing Apr 18, 2025)

The latest filing for this offering is dated Apr 18, 2025 (first sale Apr 15, 2024). It reports $8,390,000 sold of an indefinite amount offered. No later amendment is in our index as of Oct 24, 2026.

What this means SEC rules expect a yearly amendment while an offering is still going. The raise may simply have ended — a Form D does not say when it closed. Ask the sponsor whether the offering closed, when, and at what amount.

Form D/A · Apr 18, 2025 ↗Broad Reach Frontier Opportunity Master Fund LP — PartnerFacts page ↗
Sources
Note · Apr 18, 2025 – May 8, 2026

5 issuers use a registered-agent or shared-office address

Address on file is a registered agent / shared office — Broad Reach Explorer Fund LP · Address on file is a registered agent / shared office — Broad Reach Explorer Fund Ltd · Address on file is a registered agent / shared office — Broad Reach Fund Ltd · Address on file is a registered agent / shared office — Broad Reach (US) Fund LP · Address on file is a registered agent / shared office — Broad Reach Frontier Opportunity Master Fund LP

What this means A registered agent's address is a mailbox, not where the team works. Ask where the business operates.

Form D/A · May 8, 2026 ↗Broad Reach Explorer Fund LP — PartnerFacts page ↗Form D/A · May 8, 2026 ↗Broad Reach Explorer Fund Ltd — PartnerFacts page ↗
Sources
Note · Apr 18, 2025 – Oct 6, 2026

Member companies were formed in 2 different states

Cayman Islands (4), Delaware (2) — out of 6 member issuers. The odd ones out: Broad Reach (US) Fund LP (Delaware); Broad Reach Explorer Fund LP (Delaware).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Broad Reach — sponsor group page ↗Broad Reach (US) Fund LP — PartnerFacts page ↗Broad Reach Explorer Fund LP — PartnerFacts page ↗
Sources
Note · Apr 18, 2025 – Oct 6, 2026

Member companies list addresses in 2 different states

Cayman Islands (as filed: E9) (5), DE (1). 5 members use a registered-agent or shared-office address: Broad Reach (US) Fund LP (C/O Maples Corporate Services Limited, 4001 Kennett Pike, Suite 302, Wilmington, DE); Broad Reach Fund Ltd (C/O Broad Reach Fund Ltd, Ugland House, Po Box 309, Grand Cayman, Cayman Islands (as filed: E9)); Broad Reach Explorer Fund Ltd (Walkers Corporate Limited, 190 Elgin Avenue, George Town, Grand Cayman, Cayman Islands (as filed: E9)); Broad Reach Explorer Fund LP (Broad Reach Gp Limited, Ugland House, Po Box 309, Grand Cayman, Cayman Islands (as filed: E9)).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Broad Reach — sponsor group page ↗Broad Reach (US) Fund LP — PartnerFacts page ↗Broad Reach Fund Ltd — PartnerFacts page ↗Broad Reach Explorer Fund Ltd — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. As of Oct 24, 2026.

5. Money to insiders

None reported on 6 offerings — no sales commissions, finder's fees or proceeds to insiders

Per-offering detail
Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Oct 6, 2026 D
Broad Reach Select Opportunities Fund LP
File 021-600092
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
May 8, 2026 D/A
Broad Reach Explorer Fund LP
File 021-445257
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
May 8, 2026 D/A
Broad Reach Explorer Fund Ltd
File 021-445263
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Jan 14, 2026 D/A
Broad Reach Fund Ltd
File 021-278242
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Dec 5, 2025 D/A
Broad Reach (US) Fund LP
File 021-275964
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗
Apr 18, 2025 D/A
Broad Reach Frontier Opportunity Master Fund LP
File 021-511007
$0$0$0
The fund charges a management fee that is described in the fund's governing documents.
None listed on this filingEDGAR ↗

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 6 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 23, 2026, 8:59 PM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Broad Reach in the sources searched.

Not found in sources searched as of Oct 23, 2026, 8:59 PM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Florida DOR NAL roll (Hillsborough 39) roll year 2026 — loaded Oct 23, 2026, 8:54 PM ET; Florida DOR NAL roll (Dade 23) roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV roll year 2026 — loaded Oct 23, 2026, 8:58 PM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Hillsborough County FL (recorded documents from Oct 14, 2026 forward; ownership from FL DOR roll 2026); Cook County IL (assessor ownership and deed/sale records, looked up per issuer when its page is viewed); Harris County TX and Dallas County TX (assessor ownership rolls only, 2026 roll; no deed, mortgage or sale records); Miami-Dade County FL (ownership from FL DOR roll only; Clerk recorded documents not covered). Recorder indexes for TX, AZ, IL and WA counties, mortgages and liens outside NYC and FL, lis pendens and foreclosure notices everywhere, Miami-Dade County FL recorded documents, Maricopa County AZ, King County WA, Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 23, 2026, 8:58 PM ET; Harris County Appraisal District real_acct.txt Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Dade 23) Oct 23, 2026, 8:58 PM ET; Florida DOR NAL roll (Hillsborough 39) Oct 23, 2026, 8:54 PM ET. NYC and Cook County are looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗BR Broad Reach (US) Fund LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)WILMINGTON, DEPooled Investment Fund10$213,485,000
offering Indefinite · similar: $155,000–$5,250,000
25
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2016–2025
EDGAR ↗BR Broad Reach Fund Ltdshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund10$562,783,810
offering Indefinite · similar: $155,000–$5,250,000
34
similar: 4–27
$100,000
similar: $1,000–$100,000
2017–2026
EDGAR ↗BR Broad Reach Explorer Fund Ltdshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GEORGE TOWN, GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund5$336,150,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
$100,000
similar: $1,000–$100,000
2022–2026
EDGAR ↗BR Broad Reach Explorer Fund LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund5$23,196,539
offering Indefinite · similar: $155,000–$5,250,000
7
similar: 4–27
No minimum reported
similar: $1,000–$100,000
2022–2026
EDGAR ↗BR Broad Reach Frontier Opportunity Master Fund LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund2$8,390,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
$100,000
similar: $1,000–$100,000
2024–2025
EDGAR ↗BR Broad Reach Select Opportunities Fund LPshared principal (person on 60+ issuers) at the same address or management entity, shared management entity, similar issuer names, director listed on many unrelated issuers (not used to group)GEORGE TOWN, GRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund1$60,000,000
offering Indefinite · similar: $155,000–$5,250,000
1
similar: 4–27
$100,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Oct 6, 2026Broad Reach Select Opportunities Fund LPDPooled Investment FundIndefinite$60,000,000
EDGAR ↗May 8, 2026Broad Reach Explorer Fund LPD/APooled Investment FundIndefinite$14,148,573
EDGAR ↗May 8, 2026Broad Reach Explorer Fund LtdD/APooled Investment FundIndefinite$336,150,000
EDGAR ↗Jan 14, 2026Broad Reach Fund LtdD/APooled Investment FundIndefinite$368,415,000
EDGAR ↗Dec 5, 2025Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$213,485,000
EDGAR ↗May 9, 2025Broad Reach Explorer Fund LPD/APooled Investment FundIndefinite$13,843,902
EDGAR ↗May 9, 2025Broad Reach Explorer Fund LtdD/APooled Investment FundIndefinite$295,150,000
EDGAR ↗Apr 18, 2025Broad Reach Frontier Opportunity Master Fund LPD/APooled Investment FundIndefinite$8,390,000
EDGAR ↗Jan 14, 2025Broad Reach Fund LtdD/APooled Investment FundIndefinite$236,515,000
EDGAR ↗Dec 6, 2024Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$151,310,000
EDGAR ↗May 10, 2024Broad Reach Explorer Fund LPD/APooled Investment FundIndefinite$23,196,539
EDGAR ↗May 10, 2024Broad Reach Explorer Fund LtdD/APooled Investment FundIndefinite$295,150,000
EDGAR ↗Apr 18, 2024Broad Reach Frontier Opportunity Master Fund LPDPooled Investment FundIndefinite$6,690,000
EDGAR ↗Jan 12, 2024Broad Reach Fund LtdD/APooled Investment FundIndefinite$121,515,000
EDGAR ↗Dec 7, 2023Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$146,760,000
EDGAR ↗May 11, 2023Broad Reach Explorer Fund LPD/APooled Investment FundIndefinite$17,628,558
EDGAR ↗May 11, 2023Broad Reach Explorer Fund LtdD/APooled Investment FundIndefinite$242,150,000
EDGAR ↗Jan 13, 2023Broad Reach Fund LtdD/APooled Investment FundIndefinite$112,015,000
EDGAR ↗Dec 7, 2022Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$144,760,000
EDGAR ↗May 11, 2022Broad Reach Explorer Fund LtdDPooled Investment FundIndefinite$7,500,000
EDGAR ↗May 11, 2022Broad Reach Explorer Fund LPDPooled Investment FundIndefinite$5,000,000
EDGAR ↗Jan 13, 2022Broad Reach Fund LtdD/APooled Investment FundIndefinite$102,015,000
EDGAR ↗Dec 7, 2021Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$129,285,000
EDGAR ↗Jan 14, 2021Broad Reach Fund LtdD/APooled Investment FundIndefinite$83,515,000
EDGAR ↗Dec 7, 2020Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$123,850,000
EDGAR ↗Jan 14, 2020Broad Reach Fund LtdD/APooled Investment FundIndefinite$65,950,000
EDGAR ↗Dec 6, 2019Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$83,000,000
EDGAR ↗Jan 14, 2019Broad Reach Fund LtdD/APooled Investment FundIndefinite$52,950,000
EDGAR ↗Dec 7, 2018Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$82,500,000
EDGAR ↗Jan 12, 2018Broad Reach Fund LtdD/APooled Investment FundIndefinite$562,783,810
EDGAR ↗Dec 8, 2017Broad Reach (US) Fund LPD/APooled Investment FundIndefinite$64,500,000
EDGAR ↗Jan 12, 2017Broad Reach Fund LtdDPooled Investment FundIndefinite$8,000,000
EDGAR ↗Dec 9, 2016Broad Reach (US) Fund LPDPooled Investment FundIndefinite$10,250,000

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Oct 6, 2026. Industry history, as reported on each offering's latest filing: All 6 offerings reported: Pooled Investment Fund (2016–2026).

People across the group

NameRolesIssuers hereFirst → last listed
BR Broad Reach Investment Management LLP entityPromoter6Dec 9, 2016 → Oct 6, 2026
RB Russell BurtDirector6Dec 9, 2016 → Oct 6, 2026
TD Taavi DaviesDirector6Jan 12, 2018 → Oct 6, 2026
NG Nicholas GazeDirector4May 11, 2022 → Oct 6, 2026
BR Broad Reach GP Limited entityExecutive Officer4Dec 9, 2016 → May 8, 2026
NG Nick GazeDirector2Dec 9, 2016 → Jan 14, 2026
BR Broad Reach Investment Management Limited entityPromoter2Dec 9, 2016 → Jan 14, 2026
TD Taavi DavisDirector2Dec 9, 2016 → Dec 8, 2017
BR Broad Reach GP 2 Limited entityExecutive Officer1Oct 6, 2026 → Oct 6, 2026

Adviser registration (Form ADV)

BROAD REACH INVESTMENT MANAGEMENT LLP — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jul 21, 2022 · SEC file 801-126132 · Main office: LONDON · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $2,560,384,288 as reported on Form ADV filed Jun 29, 2026 (Item 5.F(2)(c)) · 7 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): BROADREACHLLP.COM ↗

Item 11 disclosure questions as answered on Form ADV filed Jun 29, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, no state to compare, issuer filed in E9 · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

Meta advertising

No Meta Pixel ids or Facebook / Instagram page links on file for Broad Reach as of Oct 24, 2026 — the sponsor website is read for them once it is on file (runs automatically). Meta Ad Library: not searched by PartnerFacts (no API access); a one-tap Ad Library search is under Look further.

Other offering types (Regulation A and Regulation Crowdfunding)

Searched SEC Regulation A Data Sets (Forms 1-A, 1-K, 1-Z; 2015 Q2 → 2026 Q3); SEC Crowdfunding Offerings Data Sets (Form C family; 2016 Q2 → 2026 Q3); EDGAR form index for 2026 Q3 → 2026 Q4 (51,358 records as of Oct 23, 2026, 8:41 PM ET) — nothing matched this name.

Public profiles and social

No website or social profile named in Broad Reach's SEC filings (Form C, Reg A, Form ADV; checked Oct 24, 2026). Web search for this name: #46,734 of 374,652 in line (14 issuers searched so far). One-tap searches: Look further ↓

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