BROADOAK ASSET MANAGEMENT, LLC
CRD #148901 SEC #801-121842 BETHESDA, MD 301-358-2692
SEC Registered Private Funds
Total AUM
$595.4M
Discretionary
$595.4M
Employees
10
Clients
0
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $595.4M | $595.4M | $0 | 10 | 0 |
| Mar 2025 | $595.4M | $595.4M | $0 | 10 | 0 |
| Mar 2024 | $371M | $371M | $0 | 8 | 0 |
| Mar 2023 | $289.1M | $289.1M | $0 | 10 | 0 |
| Nov 2022 | $245M | $245M | $0 | 7 | 0 |
| Nov 2022 | $245M | $245M | $0 | 7 | 0 |
| Nov 2022 | $245M | $245M | $0 | 7 | 0 |
| Oct 2022 | $245M | $245M | $0 | 7 | 0 |
| Mar 2022 | $245M | $245M | $0 | 7 | 0 |
| Jun 2021 | $119.8M | $119.8M | $0 | 7 | 0 |
| Sep 2012 | $57.1M | $0 | $57.1M | 1 | 11 |
| Jul 2012 | $57.1M | $0 | $57.1M | 1 | 11 |
| Apr 2012 | $52M | $0 | $52M | 1 | 11 |
| Dec 2011 | $52M | $0 | $52M | 1 | 11 |
| Feb 2011 | $40M | $0 | $40M | 5 | -- |
| Mar 2010 | $29.5M | $0 | $29.5M | 5 | -- |
| Jun 2009 | $26M | $0 | $26M | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateApr 2025
Total AUM$595.4M
Discretionary$595.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2025
Total AUM$595.4M
Discretionary$595.4M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$371M
Discretionary$371M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$289.1M
Discretionary$289.1M
Non-Disc.$0
Employees10
Clients0
DateNov 2022
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees7
Clients0
DateJun 2021
Total AUM$119.8M
Discretionary$119.8M
Non-Disc.$0
Employees7
Clients0
DateSep 2012
Total AUM$57.1M
Discretionary$0
Non-Disc.$57.1M
Employees1
Clients11
DateJul 2012
Total AUM$57.1M
Discretionary$0
Non-Disc.$57.1M
Employees1
Clients11
DateApr 2012
Total AUM$52M
Discretionary$0
Non-Disc.$52M
Employees1
Clients11
DateDec 2011
Total AUM$52M
Discretionary$0
Non-Disc.$52M
Employees1
Clients11
DateFeb 2011
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees5
Clients--
DateMar 2010
Total AUM$29.5M
Discretionary$0
Non-Disc.$29.5M
Employees5
Clients--
DateJun 2009
Total AUM$26M
Discretionary$0
Non-Disc.$26M
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--