BROADOAK ASSET MANAGEMENT, LLC

BROADOAK ASSET MANAGEMENT, LLC of BETHESDA, MD is an SEC-registered investment adviser (CRD 148901). Regulatory assets under management: $519.0M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Pooled vehicles, Investment cos.

Officers, owners & control persons (8)

NameRoleLocation
William Franklin SniderMANAGING MEMBER; MANAGING PARTNERBethesda, MD
Lars Martin HananMANAGING MEMBER—
Donald Kyle WilsonOWNER/PARTNER—
Holly Scott AtallahCHIEF COMPLIANCE OFFICER—
SNIDER WILLIAM FRANKLINCHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING PARTNER—
HANAN LARS MARTINMANAGING MEMBER; MANAGING PARTNER—
WILSON DONALD KYLEOWNER/PARTNER—
ATALLAH HOLLY SCOTTCHIEF COMPLIANCE OFFICER—

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