Broadoak Fund, LLC is a private investment fund based in Bethesda, Maryland. According to its most recent Form D, filed May 13, 2014, it has sold $250,000 of interests to 2 investors since its first sale in May 2014. The minimum investment it accepts from an outside investor is $100,000. The offering uses Rule 506(b), which does not permit general solicitation. Related persons named in the filing include William Snider.
- Total raised
- $250,000Cumulative sales reported on Form D
- Investors
- 2
- First sale
- May 9, 2014
- Minimum investment
- $100,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- William Snider
- Latest Form D
- May 13, 2014
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Broadoak Fund, LLC
What is the minimum investment for Broadoak Fund, LLC?
According to its latest Form D, filed May 13, 2014, the minimum investment Broadoak Fund, LLC accepts from an outside investor is $100,000.
Who can invest in Broadoak Fund, LLC?
Broadoak Fund, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Broadoak Fund, LLC raised?
Broadoak Fund, LLC reports $250,000 sold from 2 investors on its Form D filed May 13, 2014. This is cumulative sales since the offering began, not current assets or performance.
Where is Broadoak Fund, LLC based?
Broadoak Fund, LLC is based in Bethesda, Maryland.
When did Broadoak Fund, LLC launch?
Broadoak Fund, LLC reports its first sale in May 2014.
Size compared with every private investment fund
Raised more than 15% of the 123 private investment funds based in Maryland, and more than 5% of all 10,266 that report sales.