United States · 
What does BroadOak Capital Partners invest in?
BroadOak Capital Partners invests most often at Venture and Growth (50% of the rounds on record), in sectors such as Courier Service, Delivery and Banking.
BroadOak Capital Partners highlights
- 01
2 cheques in the last 12 months
- 02
Mostly Venture and Growth: 50% of its rounds
- 03
Sole investor in 2 rounds, median $2.5M
What they do
Filed 1 private fund offering with the SEC, the most recent in 2021-09From their own website
- Type
- VC firm (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- Courier ServiceDeliveryBanking
- Based in
- Brisbane, United States
- Cold pitches
- Not stated
The record
Every round we can evidence, newest first10 appearances
- 2026
2 rounds
- Oct
- Apr
- 2025
1 round
- Jan
- 2019
1 round
- Sept
- 2018
2 rounds
- Dec
- Nov
- 2017
1 round
- Jun
- 2015
2 rounds
- Jul
- May
- 2012
1 round
- Dec
An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration9 named
APAnup ParikhOperating PartneriFiling they signed
ADAustin DukeManaging DirectoriFiling they signed
BSBill SniderManaging Member of ManageriFiling they signed
DFDaniel FriedmanPrincipaliFiling they signed
HSHolly Scott AtallahChief Compliance OfficeriForm ADV
MCMichael CaspaniManaging DirectoriFiling they signed
TJTim JohnsonExecutive Officer, Director, PromoteriFiling they signed
TCTrent CarrierOperating PartneriFiling they signed
WFWilliam Franklin SniderPartner and Fund ManageriFiling they signed
We also hold 20 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$519Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Broadoak Asset Management, LLC
- SEC number
- CRD 148901
Funds on its Form ADV
8 private funds, $371M in gross assets · filed Mar 2024
Private equity 7Venture 1
- BroadOak Fund VPrivate equity75 investors$137M
- BroadOak Fund IVPrivate equity49 investors$79M
- BroadOak Income Fund, L.P.Private equity17 investors$63M
- BroadOak Capital 2016A LLCPrivate equity27 investors$36M
- BroadOak Fund III, LLCPrivate equity49 investors$25M
- BroadOak Biotools Venture Fund, LLCVenture19 investors$16M
- BroadOak Capital 2019CPrivate equity35 investors$8.1M
- BroadOak Capital 2018BPrivate equity31 investors$7.3M
What they claim to have backed
From their own portfolio page (on their website)
17 of 60 we have independently watched raise
A&G PharmaceuticalAlleviBioNex SolutionsCardeaEmpire GenomicsEpiCypherGenomenonHalo LabsHuman LongevityNaniteNoble Life SciencesOpentronsRoosterBiosizedSeqWellindee labsinsphero squarequartzyActive MotifAkron BioAlpha InnotechAnametAragenArgonaut Manufacturing ServicesAvidienAzure biosystemsBiologsizedBiomericaBiosynthBroadOak Precision cellCS GeneticsCayman ChemicalCodis Logo 1DANIDiagnostic BioSystemsDistributed BioEmVenioFINRAFlagship Resized Logo2Fluidic Sciences Logo 1GeminiBioGold Standard DiagnosticsGrantHBioHoneycombHorizon InfusionsHudson Lab AutomationIC BiomedicalIXRF SystemsInterpace BiosciencesKemp Proteins LOGO e1655757547862Kromatid newLabVoice Logo TransparentMicrosizeOligo Factory logo 1Orflo logo22222OriGenePAK BioSolutionsPBS BiotechPrognosPubgradeand 20 more
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.