Form D · Other

BroadOak Biolog, LLC

Bethesda, MD · CIK 0002058784

Offering snapshot reported Mar 4, 2025 · SEC filing

Reported sold
$5M
Offering amount: $5M
Investors reported
6
Form D · investor count
Minimum accepted
$1
Reported outside-investor minimum
First sale
Jan 31, 2025
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Mar 4, 2025Initial$5,000,000No comparison6SEC filing

Offering details

Securities
Equity
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-539735
This filing covers the sale and issuance of Class A and Class B membership interests of the Company.

Source: Form D, filed Mar 4, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BROADOAK BIOLOG LLC

Investment adviser: BROADOAK ASSET MANAGEMENT, LLC

Gross asset value
$5.13M
Beneficial owners
6
ADV minimum commitment
$250K

Reported in Form ADV on Aug 31, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator FLEMING FINANCIAL SERVICES BELAIRE, Maryland, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No
Filing source

Form ADV 2129912 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-7625514704

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
L.P. Broad Oak Fund V, Executive

Issuer details

Industry: Other (See others in industry)

Address:
4800 Montgomery Lane Suite 230
Bethesda, MD, 20814