Broyhill Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,692,651
Clients
87
Advisors
4
of 6 employees
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
Expertise
Fee options
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)
Main office
601 South Cedar St., Suite 200
Charlotte NC 28202
Advisors at this office
4
Most active in
North Carolina · Texas
Also doing business as
Broyhill Asset Management · Broyhill Asset Management, LLC · Broyhill Wakin Capital Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew M
Series 63, Series 65
Charlotte, NC
Broyhill Asset Management, LLC
Matthew Mc Lean is a financial advisor at Broyhill Asset Management, LLC in Charlotte, NC, holding Series 63 and Series 65 credentials with seven years of industry experience. His previous roles include positions at Millennium Management, Wells Fargo, BlackArch Partners, and AB Bernstein. Broyhill Asset Management is an SEC-registered investment adviser managing approximately $204.5 million in assets, providing discretionary portfolio management to individuals, trusts, foundations, institutions, and private funds. The firm employs a value-oriented, long-term fundamental research approach, sponsors pooled investment vehicles and private funds, and uses option strategies as part of portfolio management.
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.
Andrea S
CFA®
Charlotte, NC
Broyhill Asset Management, LLC
Andrea Sefler is a CFA® charterholder at Broyhill Asset Management, LLC with eight years of industry experience. She serves as a research associate for BMC Fund, Inc., a closed-end, diversified investment company, where she performs investment research. She has worked with Broyhill Asset Management since 2016 and as an independent consultant since 2010. Broyhill Asset Management, LLC is an SEC-registered investment adviser managing approximately $204.5 million in assets, providing discretionary portfolio management to individuals, trusts, foundations, institutions, and private funds. The firm employs a value-oriented, long-term fundamental research approach with concentrated equity portfolios and utilizes option strategies, while also actively sponsoring and advising pooled investment vehicles and private funds.
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.
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