BROADOAK ASSET MANAGEMENT, LLC

Overview

Broadoak Asset Management, LLC is an SEC-registered investment adviser formed as an LLC that operates as a multi-faceted fund manager with primary activity in private equity and venture capital. The firm targets institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and other institutions. It also functions as a registered representative of a broker‑dealer and is affiliated with broker‑dealer activity. Fee arrangements combine a percentage-of-AUM structure with performance-based fees. Broadoak does not identify as an active ESG investor.

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Investments & Alternatives

Location & Offices