Broadstreet Global

What Broadstreet Global does

Broadstreet Global is a private equity firm headquartered in Greenville, South Carolina, operating a Delaware LLC fund (Broadstreet Global Fund, LLC) with subseries covering twelve investment verticals anchored by infrastructure land development in the Carolinas. The firm self-describes as the largest land infrastructure private equity developer in the Carolinas, with disclosed activity of more than $5 billion in completed transactions, 7,000+ acres acquired, 130+ community and infrastructure projects, and an expected 44,000+ home sites over a seven-year horizon. Front-office personnel number roughly 100+ with 3,000+ professionals employed across portfolio businesses.

The portfolio spans infrastructure land development (entitlements, utilities, grading, road paving, land clearing) and home development, alongside hotels and lodging (including the May 2025 opening of Element by Marriott Charleston Airport), land banking, restaurants (Culver's franchises), specialty finance, cryptocurrency mining (10,000+ deployed miners), self-storage facilities operated under the Public Storage brand, and automobile dealerships (Brannen Ford). Adjacent divisions include Phoenix Financial Services (a broker-dealer majority interest acquired in September 2023 with offices in New York City, Long Island, and Fort Lauderdale), a Family Office serving ultra-high-net-worth clients, and insurance activities distributing PPLI, PPVA, COLI, and tax-efficient products through Crown Global Insurance partnerships. The technology footprint is operational rather than software-centered: the fund uses Juniper Square for investor reporting, with no public API, app, or proprietary software platform disclosed.

Revenue mechanics follow standard private equity practices: management fees and carried interest on capital deployed across fund subseries, supplemented by transaction fees from broker-dealer activity at Phoenix Financial Services and licensing/royalty income on distributed insurance products. Capital is sourced from accredited high-net-worth individuals, family offices, registered investment advisors, and institutional investors via direct investor relations and through the Phoenix Financial Services broker network of roughly 100 affiliated financial professionals. Distribution leverage comes from co-development partnerships with national homebuilders (D.R. Horton, Lennar, Meritage, Pulte Homes, Ryan Homes), brand operators (Marriott, Public Storage, Crystal Lagoons, Culver's), and local developers (Contender, BlackStream).

Name

Broadstreet Global

Legal name

Broadstreet Global Fund, LLC

Website

https://broadstreetglobal.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Broadstreet Global is a Greenville, South Carolina-based private equity firm operating the multi-vertical Broadstreet Global Fund, LLC, focused on Carolinas real estate, hospitality, financial services, and ancillary businesses, serving accredited high-net-worth investors, family offices, RIAs, and institutional allocators.

Ownership category

akta.pro rank

Product category

Private Equity Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Other Financial Investment Activities (5239), Offices of Real Estate Agents and Brokers (53121)

SIC

Investors, Nec (6799), Investment Advice (6282), Real Estate Dealers (For Their Own Account) (6532)

akta.pro primary industry

Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

akta.pro secondary industries

Specialty Finance / Structured Credit (FSANADAE), Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH)

Keywords

• Private equity investments
• Real estate development
• Asset management services
• Multi-strategy investment
• Family office services

Headquarters

HQ city

Greenville

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Private Equity Fund Management: Management of Broadstreet Global Fund, LLC with multiple subseries business verticals including infrastructure land development, home development, hotel/lodging, land banking, restaurants, specialty finance, crypto mining, self-storage facilities, and automobile dealerships. Revenue generated from fund management fees and carried interest on investment returns.
2. Broker-Dealer Services: Ownership interest in Phoenix Financial Services, a FINRA, MSRB, and SIPC member firm providing securities and wealth management services with approximately 100 financial professionals.
3. Insurance Products Distribution: Distribution of insurance and annuity products through partnerships including Private Placement Life Insurance (PPLI), Private Placement Variable Annuities (PPVA), Corporate Owned Life Insurance (COLI), and Tax Efficient Fund structures.
4. Family Office Services: Comprehensive wealth management advisory services for ultra-high-net-worth investors including investment management, estate planning, tax planning, and concierge services.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

Broadstreet Global is a private equity investment firm based in Greenville, South Carolina, that invests across multiple asset classes including infrastructure land development, home development, hotel/lodging, land banking, restaurants, specialty finance, cryptocurrency mining, self-storage, and automobile dealerships, primarily in the Carolinas region. The firm operates complementary divisions for securities brokerage, family office services, and insurance agency/holding operations.

Product overview

Broadstreet Global is a multi-disciplined private equity investment firm offering a unified fund structure (Broadstreet Global Fund, LLC) with multiple investment subseries verticals. The firm operates across twelve distinct investment verticals: Infrastructure Land Development (its largest vertical with 130+ projects and 44,000+ expected home sites), Home Development, Hotel/Lodging, Land Banking, Restaurants, Specialty Finance, Crypto Mining, Self-Storage Facilities, and Automobile Dealerships as investment verticals, plus Securities (Phoenix Financial Services broker-dealer), Family Office, Insurance Holding, and Insurance Agency as divisions. The fund structure allows investors to select specific subseries verticals aligned with their investment preferences, while the divisions provide ancillary financial services including wealth management, insurance products, and broker-dealer services.

Differentiator

Problem solved

Functional benefit

Products and services

• Infrastructure Land Development

Quantifiable outcome

• $100,000 raised at Charity Classic IV for Habitat for Humanity and Shriners Children's Greenville
• +3 more outcomes

Named customers13 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

21 partnerships are on record, tiered minor and core.

• Community-Police Relations Foundation (CPR Foundation)minorStrategic or Co-development Partner · 12 August 2025Strategic partnership to promote community safety and unity. Joint initiative with EEP Law to strengthen relationships between law enforcement and communities. Supports initiatives including feeding families, youth programs, and police officer support.
• Marriott HotelscoreStrategic or Co-development Partner · 2 May 2025Partnership with Marriott Hotels for development of Element by Marriott brand hotels in the Carolinas. Element by Marriott Charleston Airport opened in May 2025 with 123 rooms. Ongoing collaboration on hotel lodging investments.
• Contender DevelopmentcoreStrategic or Co-development Partner · 15 January 2025Long-term strategic partnership with Contender Development as equity provider and development partner. Partnered on 3,600-home Midway Landing coastal NC development. Collaborate on hotel development including Element by Marriott Charleston Airport. Joint development on self-storage facilities. Primary developer partner across infrastructure and real estate projects.
• D.R. HortoncoreStrategic or Co-development PartnerNational homebuilder partnered on infrastructure land development projects. One of the largest homebuilders in the USA participating in Broadstreet's development pipeline.
• LennarcoreStrategic or Co-development PartnerNational homebuilder partnered on infrastructure land development projects in the Carolinas market.
• MeritagecoreStrategic or Co-development PartnerNational homebuilder partnered on land infrastructure development projects in the Carolinas.
• Pulte HomescoreStrategic or Co-development PartnerNational homebuilder partnered on infrastructure land development projects in the Carolinas region.
• Ryan HomescoreStrategic or Co-development PartnerNational homebuilder partnered on infrastructure land development projects in the Carolinas.
• Culver'sminorStrategic or Co-development PartnerRestaurant franchise partner with two locations in South Carolina (Duncan and Anderson) as private equity investment opportunities.
• Crystal LagoonsminorStrategic or Co-development PartnerAmenity developer partner for Crystal Lagoons installations in development communities. DHEC approved permits for first Crystal Lagoons amenity in Columbia, SC.
• Public StorageminorStrategic or Co-development PartnerBrand partnership for self-storage facilities to be operated under Public Storage brand through management and branding agreements. Approximately 20 projects intended.
• Hospitality AmericaminorStrategic or Co-development PartnerHotel management company operating Element by Marriott Charleston Airport. Known for delivering high-quality guest experiences.
• Crown Global InsuranceminorStrategic or Co-development PartnerA-rated insurance carrier by Moody's providing insurance product structures for Broadstreet's PPLI, PPVA, COLI, and Tax Efficient Fund offerings.
• EEP Law (Elefterakis, Elefterakis & Panek)minorStrategic or Co-development PartnerLaw firm partnership alongside CPR Foundation for community safety initiatives. Leading injury, civil rights, and employment law firm based in New York.
• Donovan & Bank FoundationminorStrategic or Co-development PartnerPartnership to support mental wellness and reintegration programs for elite Special Operators. Contributed to AREA B immersive survival and mindset event in North Carolina. Foundation provides critical care for veterans transitioning from service.
• Eric Albarracin (Captain America)minorStrategic or Co-development PartnerRenowned MMA coach and former U.S. Army captain leads Broadstreet's combat sports initiative. Has trained 17 UFC and Bellator world champions. Oversees financial backing and brand recognition program for MMA fighters.
• BlackStream DevelopmentminorStrategic or Co-development PartnerDevelopment partner mentioned in the list of prominent brands collaborating with Broadstreet through strategic private equity roles.
• Stream DevelopmentminorStrategic or Co-development PartnerDevelopment partner for self-storage facilities alongside Contender Development. Planning additional self-storage projects following Mauldin Road Project model.
• Habitat for Humanity of Greenville CountyminorOthersCharitable beneficiary of Charity Classic IV event. Receives funds for building pathways to affordable homeownership for working families.
• Shriners Children's GreenvilleminorOthersCharitable beneficiary of Charity Classic IV event. Receives funds for pediatric specialty care regardless of ability to pay.
• A3 CommunicationsminorStrategic or Co-development PartnerCorporate team participant in Charity Classic IV flag football tournament.

Scale indicators10 records

Recent moves9 records

Expansion highlights6 records

Direct peers

• Carousel Capital: Charlotte, NC-based private equity firm investing in lower-middle-market companies across the Carolinas and Southeast. Highly comparable to Broadstreet as a Carolinas-focused PE sponsor with regional concentration strategy and diversified portfolio approach.
• Frontier Capital: Charlotte-based growth equity firm focused on software and tech-enabled services. Carolinas-headquartered PE sponsor with similar regional orientation and mid-market investment approach, though with a more concentrated technology focus.
• Plexus Capital: Raleigh, NC-based private equity firm focused on growth-stage companies in the Carolinas and Mid-Atlantic. Directly comparable regional PE sponsor with overlapping geography and target market of family offices and HNW investors.
• Capitala Group: Charlotte-based private investment firm providing capital to lower-middle-market companies. Comparable Carolinas-rooted PE firm with diversified credit and equity strategies serving similar investor profiles.
• Middleburg Real Estate Partners: Southeast-focused real estate private equity firm specializing in land development and homebuilder investments. Highly comparable given overlapping focus on residential land, homebuilder partnerships, and Southeast geography.

Others

• D.R. Horton: Largest U.S. homebuilder by volume and one of Broadstreet's core builder partners. Comparable as a downstream customer absorbing Broadstreet's developed lots; comparable in operating exposure to Carolinas housing demand.

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the U.S. with thousands of financial professionals. Comparable to Broadstreet's Phoenix Financial Services broker-dealer subsidiary as a wealth management distribution channel.
• LLR Partners: Philadelphia-based middle-market private equity firm. Comparable lower-middle-market PE sponsor with diversified sector approach and similar family-office/LP base, though national in scope.

Regional players

• RangeWater Real Estate: Atlanta-based multifamily real estate investment and development firm operating across the Southeast. Comparable regional real estate PE/developer with similar Carolinas/Southeast footprint and diversified property investments.

Emerging players

• Cambridge Investment Research: Independent broker-dealer serving financial advisors with wealth management and investment solutions. Comparable to Phoenix Financial Services as a mid-sized independent broker-dealer offering securities and retirement services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/broadstglobal
• Facebookfacebook.com/BroadstreetGlobal
• LinkedInlinkedin.com/company/broad-street-global-fund
• Instagraminstagram.com/broadstreetglobal

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Broadstreet Global