BroadOak Income Fund, L.P. is a private equity fund based in Bethesda, Maryland. According to its most recent Form D, filed Feb 6, 2025, it has sold $35,800,000 of interests to 4 investors since its first sale in Jan 2025. The filing does not set a minimum investment. It relies on the Section 3(c)(1) exclusion, which limits it to 100 beneficial owners, typically accredited investors. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include William Snider.
- Total raised
- $35,800,000Cumulative sales reported on Form D
- Investors
- 4
- First sale
- Jan 21, 2025
- Minimum investment
- None set
- Who can invest
- Accredited investorsSection 3(c)(1): up to 100 beneficial owners
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- William Snider
- Latest Form D
- Feb 6, 2025
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 Income Fund, L.P.
What is the minimum investment for BroadOak Income Fund, L.P.?
BroadOak Income Fund, L.P.'s latest Form D, filed Feb 6, 2025, does not set a minimum investment. Managers can still require one in the offering documents.
Who can invest in BroadOak Income Fund, L.P.?
BroadOak Income Fund, L.P. is generally open only to accredited investors, and it may have no more than 100 beneficial owners because it relies on Section 3(c)(1). It uses Rule 506(b), which does not allow general advertising.
How much has BroadOak Income Fund, L.P. raised?
BroadOak Income Fund, L.P. reports $35,800,000 sold from 4 investors on its Form D filed Feb 6, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is BroadOak Income Fund, L.P. based?
BroadOak Income Fund, L.P. is based in Bethesda, Maryland.
When did BroadOak Income Fund, L.P. launch?
BroadOak Income Fund, L.P. reports its first sale in Jan 2025, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every private equity fund
Raised more than 75% of the 162 private equity funds based in Maryland, and more than 59% of all 9,142 that report sales.