Managers/Private equity/Maryland/Broadoak Asset Management

Broadoak Asset Management

Broadoak Asset Management is a private equity and venture manager in Bethesda, MD. It is registered with the SEC as an investment adviser with $519M in regulatory assets and 10 staff. It has 7 funds on file, the latest reported in May 2025.

Funds on file
7
Raised, all funds
$57.6M
Regulatory assets
$519M
Staff
10
Pension investors
None found
See the adviser's own filing →

Latest fund filing

Funds

DateFundTypeRaisedTarget
May 2025 BroadOak Fund VI, L.P. Private equity $0 $150M
Feb 2025 BroadOak Income Fund, L.P. Private equity $35.8M $45M
Sep 2024 BroadOak PBS, LLC Private equity $0 Not given
Oct 2022 BroadOak Capital 2019C, LLC Venture $8.1M $8.1M
Sep 2022 BroadOak BioTools Venture Fund, LLC Private equity $2.5M $20M
Sep 2021 BROADOAK CAPITAL 2018B, LLC Venture $11.2M $11.2M
May 2021 BroadOak Fund V, LP Private equity $0 $150M

Adviser record

RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$519M
Employees10
Clients9 private funds.
Control personsHolly, Scott Atallah, William, Franklin Snider.
Private funds8 private funds holding $371M in gross assets.

Private funds it reports

FundTypeGross assets
Broadoak Fund V Private equity $137M
Broadoak Fund IV Private equity $78.9M
Broadoak Income Fund Private equity $62.7M
Broadoak Capital 2016A Private equity $35.7M
Broadoak Fund Iii Private equity $25.3M
Broadoak Biotools Venture Fund Venture $16.1M
Broadoak Capital 2019C Private equity $8.1M
Broadoak Capital 2018B Private equity $7.3M