Form D · Private Equity Fund

BroadOak BioTools Venture Fund, LLC

Bethesda, MD · CIK 0001946666

Offering snapshot reported Sep 22, 2022 · SEC filing

Reported sold
$2.5M
Offering amount: $30M
Investors reported
2
Form D · investor count
Minimum accepted
$250K
Reported outside-investor minimum
First sale
Sep 21, 2022
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$1.25M$2.5MSep 22, 2022: $2,500,000.00Sep 22, 2022Sep 22, 2022: $2,500,000.00Sep 22, 2022

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

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
Sep 22, 2022Initial$2,500,000No comparison2SEC filing
Sep 22, 2022Amendment$2,500,000$0vs Sep 22, 20222SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b
Duration over one year
No
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-459555

Source: Form D, filed Sep 22, 2022. 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 BIOTOOLS VENTURE FUND, LLC

Investment adviser: BROADOAK ASSET MANAGEMENT, LLC

Gross asset value
$6.18M
Beneficial owners
18
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
Auditor KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C. GLEN ALLEN, Virginia, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

KEITER, STEPHENS, HURST, GARY & SHREAVES, P.C.
PCAOB 80

Filing source

Form ADV 2129912 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-9127733326

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
Bryan Poltilove Director, Executive, Promoter
William Snider Director, Executive, Promoter

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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