Private Market View

BROADOAK ASSET MANAGEMENT, LLC

PE / buyout · BETHESDA, MD

AUM
Portfolio companies
Recorded deals
Last investment

Key facts

  • BROADOAK ASSET MANAGEMENT, LLC is a private equity firm based in BETHESDA, MD.

Registered with the SEC

Form ADV · 2026-04 · CRD 148901
Regulatory AUM
Private fund assets
$357.9M
Private funds
10 · 1 venture, 9 private equity
Staff
10
Registered office
BETHESDA, MD
SEC status
Approved

Reports custody of client assets.

Source: SEC Investment Adviser Public Disclosure, Form ADV.

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Portfolio

Portfolio — not yet on record

No portfolio companies for BROADOAK ASSET MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.

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