Advisor at Broyhill Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Charlotte, NC 28202
Credentials
CFA®
Industry experience
7 years
Andrea Sefler is a CFA® charterholder with seven years of industry experience, currently serving at Broyhill Asset Management, LLC since 2018. Prior to this, she worked at OpAns, LLC and as an independent consultant. She is also a research associate for BMC Fund, Inc., a closed-end investment company, where she focuses on investment research. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, managing approximately $225 million in assets. The firm employs a value-oriented, long-term approach centered on fundamental analysis, concentrating equity portfolios and incorporating derivatives strategies for hedging and investment enhancement.
Based on Broyhill Asset Management, LLC
Based on Broyhill Asset Management, LLC
Mutually agreed upon fixed fees for non-discretionary portion of accounts (negotiated case-by-case)
$0 - $1,000,000: 1.5% annually $1,000,000+: 1.0% annually
Private funds charge performance allocations: BVV LP charges 20% incentive allocation above 8% hurdle or over MSCI ACWI Index depending on share class; BAMCOF charges 10% of net profits from Direct Investments
Account minimum: $1,000,000 Fee-only: 1.0% annually for accounts over $1,000,000; 1.5% annually for accounts under $1,000,000; fees payable quarterly in advance; negotiable fees for non-discretionary accounts and separately managed accounts (SMAs)
601 South Cedar St., Suite 200
Charlotte, NC 28202
North Carolina · Texas
Broyhill Asset Management, LLC
2018 - Present (8 years)
Broyhill Asset Management
2016 - Present (10 years)
OpAns, LLC
2013 - 2016 (3 years)
Self-employed
2010 - 2016 (6 years)
Independent consultant
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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