Broadmark Asset Management
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1808 Wedemeyer St Ste 210, San Francisco...Phone Number
(415) 925-4970Website
www.broadmarkasset.comRevenue
$24.2 MillionIndustry
ZI Rank: 1
Signal Type
Jan
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Apr
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ZI Rank
1
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About Broadmark Asset Management
Westwood Group offers investment management services that focus on minimizing downside risk and maximizing gains through active management, regardless of market conditions. Their product offerings include tactical absolute return strategies, U.S. value equity, multi-asset investments, income alternatives, mutual funds, and ETFs. They cater to institutional clients and individual investors seeking diversified investment solutions, financial planning, and wealth management services. Furthermore, Westwood emphasizes a disciplined investment process based on valuation, monetary policy, investor sentiment, and quantitative assessments to enhance portfolio performance.Explore more
Broadmark Asset Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Broadmark Asset Managemen...
$24.2M
11-50
Private
<$5M
1999
Christopher GuptillChief Investment Officer & CEO, Co
Company Profile Activity
Activity Insights
Broadmark Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Broadmark Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Broadmark Asset Management.
Broadmark Asset Management financials insights
Gather financial insights about Broadmark Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
Broadmark Asset Management Tech Stack
A closer look at the technologies used by Broadmark Asset Management
Most Recent Scoops
Promotion
Executive Move
Broadmark Asset Management has announced that Ricardo Cortez has been promoted from Co-Chief Executive Officer to the role of Chief Executive Officer.
Award
Funding
Broadmark Asset Management has received an SBA PPP loan for $150,000-350,000 from First Republic Bank, supporting the retention of 8 jobs.
Project
A high-level source has indicated that the organization's largest upcoming project within the sales department will have a focus towards travel to expand for new business. Francis Mullen serves as Senior Managing Director.
Sales
Project
Marketing Campaign
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Frequently Asked Questions Regarding Broadmark Asset Management
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Westwood Group offers investment management services that focus on minimizing downside risk and maximizing gains through active management, regardless of market conditions. Their product offerings include tactical absolute return strategies, U.S. value equity, multi-asset investments, income alternatives, mutual funds, and ETFs. They cater to insti... Read More
