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AB BROADLY SYNDICATED LOAN MANAGER LLC

NASHVILLE, TN · CRD 308135 · IAPD ↗ · 615-622-0000

$2.62BRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
6Private funds
1States
12Disclosures
fundSegment
ApprovedSEC status

Filing changes

55
April 2026 — AB BROADLY SYNDICATED LOAN MANAGER LLC reported RAUM up 54% ($1.71B -> $2.62B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
July 2025 — AB BROADLY SYNDICATED LOAN MANAGER LLC's Item 11 disclosure-reporting entries rose by 1 (11 -> 12).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
52
April 2024 — AB BROADLY SYNDICATED LOAN MANAGER LLC reported RAUM up 38% ($1.24B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.