Skip to content

BROADOAK ASSET MANAGEMENT, LLC

BROADOAK ASSET MANAGEMENT, LLC is a Seed and Series C+ fund in the US writing $50K+ checks into life-sciences, biopharma-services, diagnostics and life-sciences-tools.

Stages
Seed, Series C+
Sectors
life-sciences, biopharma-services, diagnostics, life-sciences-tools
Check size
$50K+
Invests in
US-wide
Round role
Leads rounds
Actively investing
Yes
Founded
2006
Assets under management
$300M+

Thesis

BroadOak Asset Management, LLC, also known as BroadOak Capital Partners, is a financial institution founded in 2006 that focuses on providing growth capital and investment banking services to the life sciences sector. Their investment thesis targets growth-stage companies with proven market needs, operating from initial revenue through profitability, and they often serve as the first institutional investor. The firm's geographic scope is primarily North America, with offices in Bethesda, Maryland, and San Francisco, California. BroadOak employs a flexible approach to deal structures and investment sizes, with a minimum investment of $50,000 for some funds, though this can be waived. They offer both direct investment and investment banking/advisory services. The firm has a total platform capital invested of over $300 million, with a recent addition of over $200 million in permanent capital. They have raised 8 investment funds. BroadOak also offers bespoke secured loans in the UK for property development.

Common questions

Does BROADOAK ASSET MANAGEMENT, LLC invest at the Seed stage?

Yes. BROADOAK ASSET MANAGEMENT, LLC lists Seed and Series C+ among the stages it invests in.

What check size does BROADOAK ASSET MANAGEMENT, LLC write?

BROADOAK ASSET MANAGEMENT, LLC writes $50K+ checks.

Where does BROADOAK ASSET MANAGEMENT, LLC invest?

BROADOAK ASSET MANAGEMENT, LLC invests in the US.

Related lists