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Owner/partner · Broadoak Asset Management, LLC

Donald K. Wilson

CRD 3067901 · Named on Form ADV at one SEC-registered adviser

At a glance

Broadoak Asset Management, LLC, an SEC-registered private fund adviser based in Bethesda, MD with $519 million in regulatory assets, lists Donald K. Wilson on its Form ADV as Owner/partner.

Firms and roles

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Donald’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • William F. SniderManaging Partner and Chief Compliance Officer, Broadoak Asset Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Donald’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.