Broadoak Asset Management

Private Equity SEC-registered adviser

Legal name: Broadoak Asset Management, LLC

Bethesda, MD Website

AUM

$519.0M
Regulatory AUM

Private funds

10
Private Equity 9 · Venture Capital 1

Private fund assets

$357.9M
Gross asset value

Employees

10

Last Form D raise

Sep 2024
Most recent fund filing

From SEC Form ADV filing (filed Aug 31, 2026). View on SEC

People(3)

Owners and executive officers named on the firm's SEC Form ADV.

D
Donald Wilson
Owner/Partner, Broadoak Capital Partners
Source: SEC Form ADV
L
Lars Hanan
Managing Member, Broadoak Capital Partners
Source: SEC Form ADV
W
William Snider
Managing Partner and Chief Compliance Officer
Source: SEC Form ADV

Funds(10)

Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.

FundTypeGross assetsRaised (Form D)InvestorsLast Form DRecency
Broadoak Pbs, LLCPrivate Equity$3.2M——Sep 2024Cold
Broadoak Capital 2019c, LLCPrivate Equity$64.6M$8.1M35Oct 2022Cold
Broadoak Biotools Venture Fund, LLCVenture Capital$6.2M$2.5M2Sep 2022Cold
Broadoak Capital 2018b, LLCPrivate Equity$7.3M$11.2M37Sep 2021Cold
Broadoak Fund VPrivate Equity$113.7M——May 2021Cold
Broadoak Fund IVPrivate Equity$75.8M$51.5M45Apr 2019Cold
Broadoak Capital 2016a LLCPrivate Equity$35.6M$4.1M12Jun 2017Cold
Broadoak Fund III, LLCPrivate Equity$22.8M——Nov 2015Cold
Broadoak Income FundPrivate Equity$23.4M———
Broadoak Biolog LLCPrivate Equity$5.1M———

Board seats(2)

Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.

Empire Genomics
OtherBethesda, MDDirector: William Snider
$500K raised
Since Apr 2021
SEC Form D
Cellaria
OtherBethesda, MDDirector: William Snider
$1.6M raised
Since Jan 2020
SEC Form D

Regulatory identifiers

CRD number
148901
SEC file number
801-121842

Sources