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BROADOAK ASSET MANAGEMENT, LLC

CRD 148901 · SEC 801-121842

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4800 MONTGOMERY LANE, SUITE 230, BETHESDA, MD, 20814, United States

Phone

301-358-2692

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$519.0M

Discretionary AUM

$519.0M

Team

10 total employees; 9 advisory reps

Clients

0

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-04-30

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles9$519.0M

States served

MD

All web addresses on file

Official SEC filing: View on IAPD