# BroadOak Capital Partners: portfolio, investments and team > BroadOak Capital Partners is a vc firm based in United States. 10 investments on record, 2 in the last 12 months, latest Oct 2026. Source: https://millionrounds.com/fund/broadoak-capital-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # BroadOak Capital Partners Last cheque observed Oct 2026; 10 cheques on record. Email Deploying now New fund $115M, May 2025 VC firm Venture Growth Series A Courier Service Delivery Banking Follow BroadOak Capital Partners and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fbroadoak-capital-partners) Deploying now **100%** of best year **2** **cheques in 12 months**, 10 on record Since the last cheque **3** days **00** hrs **00** min **00** sec Median round **$23M** Rounds led **0 of 10** Sole investor **2 rounds** Mostly in **United States, 100%** Pitch BroadOak Capital Partners ## 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 2021-09 From their own website - **Type:** VC firm (from a list, unverified) - **Cheque size:** Not stated - **Sectors:** Courier Service Delivery Banking - **Based in:** Brisbane, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **10 appearances** - **2026** 2 rounds - **Oct** **[Opentrons Labworks Inc.](https://millionrounds.com/company/opentrons-labworks-inc)** Series E · US · Avego Management **$40M** With 1 other - **Apr** **[Quartzy](https://millionrounds.com/company/quartzy)** Growth · US · Ventureburn **$23M** With 5 others - **2025** 1 round - **Jan** **[PBS Biotech](https://millionrounds.com/company/pbs-biotech)** Growth · US · Avego Management **$17M** With 1 other - **2019** 1 round - **Sept** **[SGI-DNA](https://millionrounds.com/company/sgi-dna)** Series A · US · FinSMEs **$25M** With 2 others - **2018** 2 rounds - **Dec** **[Halo Labs](https://millionrounds.com/company/halo-labs)** Series B · US · FinSMEs **$5.6M** With 4 others - **Nov** **[BioInformatics](https://millionrounds.com/company/bioinformatics)** Series B · US · FinSMEs **$21M** With 2 others - **2017** 1 round - **Jun** **[LabConnect](https://millionrounds.com/company/labconnect)** Series A · US · FinSMEs **$25M** With 2 others - **2015** 2 rounds - **Jul** **[Rubicon Genomics](https://millionrounds.com/company/rubicon-genomics)** Venture · US **$2.0M** With 1 other - **May** **[Diagnostic BioSystems](https://millionrounds.com/company/diagnostic-biosystems)** Venture · US **Undisclosed** Sole investor - **2012** 1 round - **Dec** **[BioCision](https://millionrounds.com/company/biocision)** Venture · US · finance.yahoo.com **$2.5M** Sole investor 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 registration **9 named** AP **Anup Parikh** Operating Partner i Filing they signed AD **Austin Duke** Managing Director i Filing they signed BS **Bill Snider** Managing Member of Manager i Filing they signed DF **Daniel Friedman** Principal i Filing they signed HS **Holly Scott Atallah** Chief Compliance Officer i Form ADV MC **Michael Caspani** Managing Director i Filing they signed TJ **Tim Johnson** Executive Officer, Director, Promoter i Filing they signed TC **Trent Carrier** Operating Partner i Filing they signed WF **William Franklin Snider** Partner and Fund Manager i Filing 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 **$519M** assets it manages Oct 2026 **Registered** investment adviser full 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 **7** Venture **1** - BroadOak Fund V *Private equity* 75 investors $137M - BroadOak Fund IV *Private equity* 49 investors $79M - BroadOak Income Fund, L.P. *Private equity* 17 investors $63M - BroadOak Capital 2016A LLC *Private equity* 27 investors $36M - BroadOak Fund III, LLC *Private equity* 49 investors $25M - BroadOak Biotools Venture Fund, LLC *Venture* 19 investors $16M - BroadOak Capital 2019C *Private equity* 35 investors $8.1M - BroadOak Capital 2018B *Private equity* 31 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 Pharmaceutical](https://millionrounds.com/company/a-and-g-pharmaceutical)[Allevi](https://millionrounds.com/company/allevi)[BioNex Solutions](https://millionrounds.com/company/bionex-solutions)[Cardea](https://millionrounds.com/company/cardea-bio)[Empire Genomics](https://millionrounds.com/company/empire-genomics)[EpiCypher](https://millionrounds.com/company/epicypher)[Genomenon](https://millionrounds.com/company/genomenon)[Halo Labs](https://millionrounds.com/company/halo-labs)[Human Longevity](https://millionrounds.com/company/human-longevity)[Nanite](https://millionrounds.com/company/nanite)[Noble Life Sciences](https://millionrounds.com/company/noble-life-sciences)[Opentrons](https://millionrounds.com/company/opentrons)[RoosterBiosized](https://millionrounds.com/company/roosterbio)[SeqWell](https://millionrounds.com/company/seqwell)[indee labs](https://millionrounds.com/company/indee-labs)[insphero square](https://millionrounds.com/company/insphero)[quartzy](https://millionrounds.com/company/quartzy) Active Motif Akron Bio Alpha Innotech Anamet Aragen Argonaut Manufacturing Services Avidien Azure biosystems Biologsized Biomerica Biosynth BroadOak Precision cell CS Genetics Cayman Chemical Codis Logo 1 DANI Diagnostic BioSystems Distributed Bio EmVenio FINRA Flagship Resized Logo2 Fluidic Sciences Logo 1 GeminiBio Gold Standard Diagnostics Grant HBio Honeycomb Horizon Infusions Hudson Lab Automation IC Biomedical IXRF Systems Interpace Biosciences Kemp Proteins LOGO e1655757547862 Kromatid new LabVoice Logo Transparent Microsize Oligo Factory logo 1 Orflo logo22222 OriGene PAK BioSolutions PBS Biotech Prognos Pubgrade and 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. New fund on file **$115M** raised in May 2025 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Venture Growth Series A Median round joined **$23M** the round, not its cheque Alone, median **$2.5M** Led 0 of 10 rounds **0%** - **Sole investor:** 2 rounds - **Last cheque:** Oct 2026 Rounds by stage said on their site - Venture *3* - Growth *2* - Series A *2* - Series B *2* - Series E *1* Cheques by month Led Joined Dec 2023 Nov 2026 Often in the room with - [Avego Management](https://millionrounds.com/fund/avego) 2 - [Research Corporation Technologies](https://millionrounds.com/fund/research-corporation-technologies-inc) 2 **Pitching BroadOak Capital Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as BroadOak Capital Partners. A count of rooms they were both in, not a relationship either has claimed. [**Avego Management** VC firm **2** rounds together](https://millionrounds.com/fund/avego)[**Research Corporation Technologies** VC firm **2** rounds together](https://millionrounds.com/fund/research-corporation-technologies-inc) ## Recently backed The latest companies BroadOak Capital Partners put money into. [**Quartzy** $23M · Apr 2026](https://millionrounds.com/company/quartzy)[**PBS Biotech** $17M · Jan 2025](https://millionrounds.com/company/pbs-biotech)[**Halo Labs** $5.6M · Dec 2018](https://millionrounds.com/company/halo-labs)[**LabConnect** $25M · Jun 2017](https://millionrounds.com/company/labconnect) ## Quick answers about BroadOak Capital Partners ### 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. ### How active is BroadOak Capital Partners? 10 investments on record, 2 of them in the last 12 months. The most recent was in Oct 2026. ### What has BroadOak Capital Partners invested in recently? Its most recent investments on record: Opentrons Labworks Inc. (Series E, Oct 2026), Quartzy (Growth, Apr 2026) and PBS Biotech (Growth, Jan 2025). ### How big are BroadOak Capital Partners's cheques? The median round it joins is $23M. ### Does BroadOak Capital Partners lead rounds? Rarely, if at all: none of its 10 investments on record names it as the lead. ### Where does BroadOak Capital Partners invest? Most of the companies it backs are in the United States (100%). ### Is BroadOak Capital Partners investing now? Yes: it is actively investing, with 2 investments in the last 12 months. ### Who does BroadOak Capital Partners invest alongside? Most often Avego Management (2 rounds together) and Research Corporation Technologies (2 rounds together). ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=broadoak-capital-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=broadoak-capital-partners)