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Fund Manager

BroadOak Capital Partners

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BroadOak Capital Partners

Fund Manager

Primary Strategy: Private Equity

Year Founded: 2006

Number of Employees: 18

Ownership: Privately Held

Year End: December

Description

BroadOak Capital Partners is a boutique financial institution headquartered in Washington, DC, and San Francisco, focusing on life sciences. They provide direct investment and investment banking services to research tools, consumables, diagnostics, and biopharma services sectors. BroadOak has invested in over fifty companies through various funds and vehicles.

Contact

Website: Link to website

LinkedIn: linkedin.com/company/broadoak-capital-partners

Address

4800 Montgomery Lane, Suite 230, Bethesda, Maryland, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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