Broadoak Asset Management, LLC

Overview

Broadoak Asset Management, LLC is a limited liability company that operates as a fund manager focused on private capital strategies. Registered with the SEC in 2021, the firm serves institutional clients and runs pooled investment vehicles and mandate-level portfolio management for businesses or institutions. Its compensation combines a percentage-of-assets-under-management fee with performance-based fees. Broadoak also maintains a registered representative relationship with a broker-dealer. The firm does not identify as an active ESG investor.

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