Form D · Pooled Investment Fund

BROADOAK CAPITAL 2018B, LLC

Bethesda, MD · CIK 0001882012

Offering snapshot reported Sep 10, 2021 · SEC filing

Reported sold
$11.2M
Offering amount: $11.2M
Investors reported
Not reported
Form D · investor count
Minimum accepted
Not reported
Reported outside-investor minimum
First sale
Not reported
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Sep 10, 2021Initial$11,155,000No comparisonNot reportedSEC filing

Offering details

Securities
Not reported
Exemptions
Not reported
Duration over one year
Not reported
Business combination
Not reported
Sales commissions
Not reported
Finders' fees
Not reported
Form D file number
021-412901

Source: Form D, filed Sep 10, 2021. 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 CAPITAL 2018B, LLC

Investment adviser: BROADOAK ASSET MANAGEMENT, LLC

Gross asset value
$7.27M
Beneficial owners
31
ADV minimum commitment
$50K

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 SUMMIT LLC DENVER, Colorado, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

SUMMIT LLC
PCAOB 5251

Filing source

Form ADV 2129912 · Aug 31, 2026 · Schedule D 7.B.(1), fund 805-4210038347

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
N/A Broad Oak Asset Management, Llc Executive
Bill Snider Director

Issuer details

Industry: Pooled Investment Fund (See others in industry)

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