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Private equityFundactive deploymentprivate equity fund

Broadoak Fund IV

managed by Broadoak Asset Management, LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:66c38265-0a26-4357-9ffb-312f25b258e8

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: n/a to Sep 13, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

BROADOAK FUND IV

Private fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Manager: Broadoak Asset Management, LLC
Vintage: 2021 (adv_first_reported)derived
ADV gross asset value: $78.9Mas of 2024-03-27
Peak reported GAV: $78.9M
Reporting years: 4
ADV first reported: Jun 23, 2021
LPs disclosed: 0
Placement agents: 0
Attributed investments: 0

Reporting history

Report year	Filed	ADV fund type	GAV	Owners
2024	Mar 27, 2024	Private Equity Fund	$78.9M	49
2023	Mar 23, 2023	Private Equity Fund	$67.3M	52
2022	Nov 30, 2022	Private Equity Fund	$72.1M	52
2021	Jun 23, 2021	Private Equity Fund	$62.8M	52

Relationships

Audits (1)

← Stout Causey and HorningFirm
factForm ADV

Manages (1)

← Broadoak Asset Management, LLCFirmPrivate Equity Fund
Jun 23, 2021 to presentfactForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Jun 23, 2021
Broadoak Fund IV first reported on Form ADV by Broadoak Asset Management, LLC (Private Equity Fund), GAV $62,831,758

Provenance

Graph: Private Equity
Canonical id: dfx:pe:66c38265-0a26-4357-9ffb-312f25b258e8
First observed: n/a
Last observed: Sep 13, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Broadoak Fund IV

managed by Broadoak Asset Management, LLC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:66c38265-0a26-4357-9ffb-312f25b258e8

Data as of Sep 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:45 PM UTC and rebuilt at most every 15 minutes.

Report year

Filed

ADV fund type

GAV

Owners

2024

Mar 27, 2024

Private Equity Fund

$78.9M

2023

Mar 23, 2023

Private Equity Fund

$67.3M

2022

Nov 30, 2022

Private Equity Fund

$72.1M

2021

Jun 23, 2021

Private Equity Fund

$62.8M