Broyhill Asset Management LLC

Overview

Broyhill Asset Management, LLC reports six employees and no other offices in its Form ADV filing dated March 13, 2026.² The firm identifies institutions, advisors, and high net worth families as client groups.¹ Its advisory services include portfolio management, selecting other advisers, and other advisory services.²

History

The firm says it was originally established as a family office nearly half a century ago.¹ Its investment business spun out of the family office in 2022 and became independently owned under Christopher Pavese.¹ Pavese joined the Broyhill Family Office in 2005 as Managing Director and Senior Portfolio Manager of BMC Fund, Inc.¹ He became President and Chief Investment Officer of BMC Fund, Inc. and the Broyhill Family Foundation in 2011.¹ The Broyhill Vitruvian Value strategy began in 2015.¹ The Broyhill Vitruvian Value Fund was created in 2025.¹

Timeline

1. 2005Pavese joined the Broyhill Family Office in 2005 as Managing Director and Senior Portfolio Manager of BMC Fund, Inc.
2. 2011and the Broyhill Family Foundation in 2011.
3. 2015The Broyhill Vitruvian Value strategy began in 2015.
4. 2022Its investment business spun out of the family office in 2022 and became independently owned under Christopher Pavese.
5. 2025The Broyhill Vitruvian Value Fund was created in 2025.
6. 2026Broyhill Asset Management, LLC reports six employees and no other offices in its Form ADV filing dated March 13, 2026.

Leadership

Christopher Pavese, CFA, is President and Chief Investment Officer.¹ Matt McLean is Investment Analyst.¹ Andrea Sefler, PhD, CFA, is Director of Research.¹ Patrick Wells, CFA, is Director of SMAs.¹ M. Hunt Broyhill is Chairman.¹ Jim Watson is COO, CFO, and CCO.¹ Kyle Minges is Controller, and Pam Reid is Chief of Staff.¹ Alfred Pavese is listed as Chief Canine Officer.¹

Services

The firm provides portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutions.² It also reports selecting other advisers and providing other advisory services.² Its Form ADV lists fees based on a percentage of assets under management, performance based fees, and other fees.²

What the firm offers

• Investment management

Client focus

The Form ADV reports nine non high net worth individuals, 78 high net worth individuals, one investment company, two pooled investment vehicles, and one charity among the firm’s clients.² The firm’s website describes institutions, advisors, and high net worth families as the client groups it serves.¹

Investment philosophy and approach

The firm says its current focus is a flagship global, value oriented public equity strategy.¹ It describes its process as disciplined, bottom up security selection aimed at long term capital appreciation and capital preservation.¹ The firm says it concentrates capital in its best ideas and uses a margin of safety in its investment process.¹ Its homepage states that value investing involves buying securities at a significant discount to fair value.³ The homepage also describes concentrated portfolios, fewer investment decisions, patience, and long term holding periods as process principles.³

Assets

The Form ADV reports $204,500,108 in regulatory assets under management as of March 13, 2026.² The filing reports $3,562,786 for nine non high net worth individuals and $96,129,865 for 78 high net worth individuals.² It reports $38,918,825 for one investment company, $27,135,893 for two pooled investment vehicles, and $38,752,739 for one charity.²

By the numbers

FAQs

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Sources

1. About Broyhill , accessed October 23, 2026.
2. SEC Form ADV PDF , as of March 13, 2026.
3. Broyhill homepage , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.