Broadoak Asset Management, LLC
Broadoak Asset Management, LLC is an SEC-registered asset manager in Bethesda, MD with $519.0M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Broadoak Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148901, SEC 801-121842, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $519.0M (2026-04-30)
- Firm type
- Asset Manager
- Location
- Bethesda, MD
- Employees
- 10
- Clients
- 9
- CRD
- 148901
- Ownership
- HANAN, LARS, MARTIN; SNIDER, WILLIAM, FRANKLIN; BROADOAK CAPITAL PARTNERS, LLC; WILSON, DONALD, KYLE; RESEARCH CORPORATION TECHNOLOGIES, INC.
How much AUM does Broadoak Asset Management, LLC have?
Broadoak Asset Management, LLC reported $519.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Broadoak Asset Management, LLC?
Disclosed owners and executives of Broadoak Asset Management, LLC include HANAN, LARS, MARTIN, SNIDER, WILLIAM, FRANKLIN, BROADOAK CAPITAL PARTNERS, LLC, WILSON, DONALD, KYLE, RESEARCH CORPORATION TECHNOLOGIES, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.