BROADOAK ASSET MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$519,004,574
Discretionary
$519,004,574
Non-discretionary
$0
Firm details
- CRD number
- 148901
- SEC file number
- 801-121842
- Main office
- BETHESDA, MD, United States
- Employees
- 10
- SEC status
- Approved
- Website
- HTTPS://WWW.BROADOAK.COM
- Fee structure
-
Percentage of AUM Performance-based
As of October 2026.