Insights

Investment Strategy Focus Broadmark Asset Management specializes in a top-down, directional investment approach that aims to reduce volatility and capitalize on market inefficiencies, making it attractive to clients seeking sophisticated risk-adjusted returns.

Target Client Base The firm's client portfolio includes high-net-worth individuals, institutional investors, registered investment companies, and other advisory firms, presenting multiple avenues for tailored product and service offerings.

Recent Leadership Growth With key leadership including President Cortez and a Co-CEO appointment, the company is positioning itself for strategic expansion and increased market influence, suggesting opportunities for partnership and service support.

Financial Position Generating revenues between $10 million and $25 million within a niche asset management sector indicates an established presence, with potential for upselling advanced analytics, compliance solutions, or asset management technology.

Technology Stack Utilization Employing a range of web technologies and security protocols, the company values digital infrastructure, providing opportunities to offer innovative tech solutions, cybersecurity, or data management services to enhance their operational efficiency.

Similar companies to Broadmark Asset Management LLC

Broadmark Asset Management LLC Tech Stack

Broadmark Asset Management LLC uses 8 technology products and services including cdnjs, Open Graph, oEmbed, and more. Explore Broadmark Asset Management LLC's tech stack below.

cdnjs
Content Delivery Network
Open Graph
Content Management System
oEmbed
Dev Tools
jQuery
Javascript Libraries
core-js
Javascript Libraries
Moment.js
Javascript Libraries
HSTS
Security
Gravity Forms
Web Platform Extensions

Media & News

Broadmark Asset Management LLC hired Cortez as President, Global Distribution on Sep 1st '09.
Mr. Cortez joined Broadmark in September 2009 as President, Global Distribution and was named Co-CEO in June 2013.
Jun 30, 2017 | www.twst.com

Broadmark Asset Management LLC's Email Address Formats

Broadmark Asset Management LLC uses at least 1 format(s):

Broadmark Asset Management LLC Email Formats	Example	Percentage
FLast@broadmarkasset.com	JDoe@broadmarkasset.com	48%
First@broadmarkasset.com	John@broadmarkasset.com	2%
FMiddleLast@broadmarkasset.com	JMichaelDoe@broadmarkasset.com	2%
FLast@broadmarkasset.com	JDoe@broadmarkasset.com	48%

Frequently Asked Questions

What is Broadmark Asset Management LLC's official website and social media links?

Broadmark Asset Management LLC's official website is broadmarkasset.com and has social profiles on LinkedIn.

How much revenue does Broadmark Asset Management LLC generate?

As of January 2026, Broadmark Asset Management LLC's annual revenue is estimated to be $2.1M.

What is Broadmark Asset Management LLC's SIC code NAICS code?

Broadmark Asset Management LLC's SIC code is 6282 - Investment Advice NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Broadmark Asset Management LLC have currently?

As of January 2026, Broadmark Asset Management LLC has approximately 8 employees across 1 continents, including North America. Key team members include President And Chief Information Officer: C. G.Chairman Of The Board: D. B.Operations / Marketing Administrator: M. D.. Explore Broadmark Asset Management LLC's employee directory with LeadIQ.

What industry does Broadmark Asset Management LLC belong to?

Broadmark Asset Management LLC operates in the Investment Management industry.

What technology does Broadmark Asset Management LLC use?

Broadmark Asset Management LLC's tech stack includes cdnjsOpen GraphoEmbedjQuerycore-jsMoment.jsHSTSGravity Forms.

What is Broadmark Asset Management LLC's email format?

Broadmark Asset Management LLC's email format typically follows the pattern of FLast@broadmarkasset.com. Find more Broadmark Asset Management LLC email formats with LeadIQ.

When was Broadmark Asset Management LLC founded?

Broadmark Asset Management LLC was founded in 1999.

Broadmark Asset Management LLC

Q: What technology does Broadmark Asset Management LLC use?

Broadmark Asset Management LLC's tech stack includes reCAPTCHA, oEmbed, MySQL, Adobe Fonts, jQuery.

Investment ManagementCalifornia, United States2-10 Employees

Broadmark Asset Management LLC is a U.S. SEC Registered Investment Adviser. Broadmark provides advisory services to clients, which include individuals and institutions with separately managed accounts, registered investment companies, and other investment advisers. Broadmark’s top-down, directional investment strategy seeks to address stock market risk and to capitalize on persistent, recurring market inefficiency, in part by managing the ongoing net exposure to the broad equity market at a substantially reduced level of volatility.