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BROADLAKE FINANCIAL MANAGEMENT

Other · SOUTH BURLINGTON, VT

AUM
$258K
Portfolio companies
Recorded deals
Last investment

Key facts

  • BROADLAKE FINANCIAL MANAGEMENT is a other based in SOUTH BURLINGTON, VT.
  • BROADLAKE FINANCIAL MANAGEMENT reports $258K in regulatory assets under management, per its SEC Form ADV (2026-03).

Registered with the SEC

Form ADV · 2026-03 · CRD 105057
Regulatory AUM
$258K
Private fund assets
Private funds
Staff
5
Registered office
SOUTH BURLINGTON, VT
SEC status
Approved

Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ELEY FINANCIAL MANAGEMENT, INC.).

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Portfolio

Portfolio — not yet on record

No portfolio companies for BROADLAKE FINANCIAL MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.

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Frequently asked

What is BROADLAKE FINANCIAL MANAGEMENT's AUM?
BROADLAKE FINANCIAL MANAGEMENT manages approximately $258K in assets.