Broadoak Partners, LLC

Overview

Broadoak Partners, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm first registered with the SEC in 2007. Ownership is listed as a mix of a domestic entity and an individual rather than a pure institutional ownership structure. According to the available profile, Broadoak is not a capital allocator and is not identified as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, a newly formed adviser, or as having a related adviser. The FINTRX entry does not provide details on the firm’s advisory activities, fee schedule, or the types of clients it serves.

Assets & Accounts

Location & Offices