BroadOak SD 2025, LLC
BroadOak SD 2025, LLC is a private investment fund based in Bethesda, Maryland. According to its most recent Form D, filed Oct 28, 2025, it has sold $7,740,000 of interests to 25 investors since its first sale in Sep 2025. The minimum investment it accepts from an outside investor is $1. 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 LLC BroadOak Asset Management; William Snider.
- Total raised
- $7,740,000Cumulative sales reported on Form D
- Investors
- 25
- First sale
- Sep 9, 2025
- Minimum investment
- $1
- 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
- LLC BroadOak Asset Management; William Snider
- Latest Form D
- Oct 28, 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 SD 2025, LLC
What is the minimum investment for BroadOak SD 2025, LLC?
According to its latest Form D, filed Oct 28, 2025, the minimum investment BroadOak SD 2025, LLC accepts from an outside investor is $1.
Who can invest in BroadOak SD 2025, LLC?
BroadOak SD 2025, LLC 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 SD 2025, LLC raised?
BroadOak SD 2025, LLC reports $7,740,000 sold from 25 investors on its Form D filed Oct 28, 2025. This is cumulative sales since the offering began, not current assets or performance.
Where is BroadOak SD 2025, LLC based?
BroadOak SD 2025, LLC is based in Bethesda, Maryland and is managed by Broadoak Asset Management, LLC.
When did BroadOak SD 2025, LLC launch?
BroadOak SD 2025, LLC reports its first sale in Sep 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 investment fund
Raised more than 54% of the 125 private investment funds based in Maryland, and more than 38% of all 10,311 that report sales.