Broyhill Asset Management, LLC

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Client assets under management

$99,692,651

Clients

90% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,145,893

About

Broyhill Asset Management, LLC is an SEC‑registered investment adviser that manages approximately $204.5 million in assets as of December 31, 2025 and provides discretionary portfolio management to individuals, trusts, foundations, institutions and private funds. The firm manages separately managed accounts and pooled vehicles, acts as investment manager and sponsor for private funds (including Broyhill Vitruvian Value, LP and the BAM Credit Opportunities Fund), and serves as investment manager to a closed‑end registered investment company used by the founding family office.

BAM employs a value‑oriented, long‑term fundamental research approach that typically concentrates equity portfolios in a limited number of securities and may include allocations to external managers; the firm also uses option strategies (buying calls/puts and selling covered calls or cash‑collateralized puts) as part of portfolio management. Most client relationships are discretionary, though BAM manages legacy non‑discretionary SMA positions, provides subadvisory services and TAMP models, and conducts account reviews through its investment and SMA oversight functions.

What distinguishes BAM from many peers is its active role as a sponsor and adviser to pooled investment vehicles and private funds that rely on Section 3(c)(1) exemptions, including multi‑class share structures with performance allocations and fund‑level incentive fee mechanics. The firm also manages a closed‑end investment company, provides lagged research/data services to third‑party managers for compensation, discloses trade‑timing allocation practices that can lead to different execution timing for pooled vehicles versus SMAs, and uses derivatives in SMAs—features that are relatively uncommon for similarly sized supported advisers.

Client services

Portfolio management Selection of other advisers

Providing investment models to certain tamp platforms

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

Fee options

Fixed

Mutually agreed upon fixed fees for non-discretionary portion of accounts (negotiated case-by-case)

Percentage

$0 - $1,000,000: 1.5% annually $1,000,000+: 1.0% annually

Performance-based

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

Other

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)

Main office location

Broyhill Asset Management, LLC

601 South Cedar St., Suite 200

Charlotte NC 28202, United States

Number of offices

Most active in

North Carolina · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 828-610-5360

Advisors at this firm

Christopher P

CFA®

Charlotte, NC

Broyhill Asset Management, LLC

Christopher Pavese is a CFA® charterholder with 17 years of industry experience. He has been with Broyhill Asset Management, LLC since 2008 and serves as Vice President and Chief Investment Officer of the BMC Fund, Inc., where he manages the day-to-day portfolio operations. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, overseeing approximately $225 million in assets. The firm employs a value-oriented, long-term investment approach focused on concentrated equity portfolios, supplemented by external managers and diversified strategies, and utilizes derivatives and option strategies for hedging and portfolio enhancement.

Active portfolio management Options & derivatives strategies Private / alternative investments

Andrea S

CFA®

Charlotte, NC

Broyhill Asset Management, LLC

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.

Active portfolio management Options & derivatives strategies Private / alternative investments

Patrick W

CFA®

Charlotte, NC

Broyhill Asset Management, LLC

Patrick Wells is a CFA® charterholder based in Charlotte, NC, with one year of industry experience. He has worked at Broyhill Asset Management, LLC since 2024 and previously spent eight years at Pinnacle Associates Ltd. Broyhill Asset Management provides discretionary investment management to private funds, individuals, trusts, foundations, and other institutions, overseeing approximately $225 million in assets. The firm employs a value-oriented, long-term investment approach focused on fundamental analysis and concentrated equity portfolios, supplemented by external managers and diversified strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments

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