# Broadoak Asset Management, LLC

Broadoak Asset Management, LLC is a Registered Investment Adviser based in Bethesda, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Bethesda, United States
- **Region:** North America
- **Address:** Bethesda, MD, United States
- **Assets under management:** $519.0M regulatory AUM (Form ADV, August 2026)
- **Website:** broadoak.com

## Regulatory record

- **CRD number:** 148901
- **SEC file number:** 801-121842
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-08-31
- **Reports private funds:** Yes

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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