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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATALLAH, HOLLY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ATALLAH, HOLLY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ATALLAH, HOLLY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | CHIEF COMPLIANCE OFFICER | NA | |
| SNIDER, WILLIAM, FRANKLIN | I | MANAGING PARTNER | NA | Control |
| SNIDER, WILLIAM, FRANKLIN | I | MANAGING PARTNER | NA | Control |
| SNIDER, WILLIAM, FRANKLIN | I | MANAGING PARTNER | NA | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | PARENT COMPANY | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
| BROADOAK CAPITAL PARTNERS, LLC | DE | MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | F | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | F | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | F | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | F | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | F | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | F | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | F | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | F | |
| RESEARCH CORPORATION TECHNOLOGIES, INC. | DE | BROADOAK CAPITAL PARTNERS, LLC | F | |
| RESEARCH CORPORATION TECHNOLOGIES, INC. | DE | BROADOAK CAPITAL PARTNERS, LLC | F | |
| RESEARCH CORPORATION TECHNOLOGIES, INC. | DE | BROADOAK CAPITAL PARTNERS, LLC | F | |
| RESEARCH CORPORATION TECHNOLOGIES, INC. | DE | BROADOAK CAPITAL PARTNERS, LLC | F | |
| RESEARCH CORPORATION TECHNOLOGIES, INC. | DE | BROADOAK CAPITAL PARTNERS, LLC | F | |
| RESEARCH CORPORATION TECHNOLOGIES, INC. | DE | BROADOAK CAPITAL PARTNERS, LLC | F | |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| HANAN, LARS, MARTIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | D | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| SNIDER, WILLIAM, FRANKLIN | I | BROADOAK CAPITAL PARTNERS, LLC | C | Control |
| WILSON, DONALD, KYLE | I | BROADOAK CAPITAL PARTNERS, LLC | C | |
| WILSON, DONALD, KYLE | I | BROADOAK CAPITAL PARTNERS, LLC | C | |
| WILSON, DONALD, KYLE | I | BROADOAK CAPITAL PARTNERS, LLC | C | |
| WILSON, DONALD, KYLE | I | BROADOAK CAPITAL PARTNERS, LLC | C | |
| WILSON, DONALD, KYLE | I | BROADOAK CAPITAL PARTNERS, LLC | C | |
| WILSON, DONALD, KYLE | I | BROADOAK CAPITAL PARTNERS, LLC | C | |
| WILSON, DONALD, KYLE | I | BROADOAK CAPITAL PARTNERS, LLC | C | |
| WILSON, DONALD, KYLE | I | BROADOAK CAPITAL PARTNERS, LLC | C |
Registrations
Federal
IA
Apr 24, 2025 REGISTERED
Notice Filings (3)
DC MD VA
Address
4800 MONTGOMERY LANESUITE 230
BETHESDA, MD 20814
United States
Phone: 301-358-2692