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Broadoak Asset Management, LLC
Broadoak Asset Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 148901, SEC file 801-121842), with its...
Overview
Broadoak Asset Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 148901, SEC file 801-121842), with its main office in Bethesda, Maryland. Its Form ADV filed on 31 August 2026 reports $519.0M in regulatory assets under management across 9 accounts. The firm reports that it advises one or more private funds.
General information
Firm type
Registered Investment Adviser
AUM
$519.0M regulatory AUM (Form ADV, August 2026)
Location
Region
North America
Country
United States
City
Bethesda
Corporate office
Bethesda, MD, United States
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