6 on a current fund
last 24 months
across filed funds
| Vehicle | Filed | Target | Sold to date | Investors |
|---|---|---|---|---|
| BroadOak Fund VIFiled to raise in 2025, with no closing reported yet. | 2025 | $150M | $0 | 0 |
| BroadOak PBSFiled to raise in 2024, with no closing reported yet. | 2024 | Indefinite | $0 | 0 |
Amounts are Item 13 as filed: the target is the whole offering, and the amount sold is cumulative across amendments rather than a final close. The filing carries no per-investor amount, so a firm’s own cheque is not recoverable here.
6 partners are named across this firm’s filings, 6 of them on a fund it is deploying now.
| Partner | Activity | Categories | Board seats | Last 24mo |
|---|---|---|---|---|
| Trent Carrier | Selective | None listed | 3 | 2 |
Too few companies classified yet to infer a focus. 1 of 20 portfolio companies are classified.
Not a filing value: this is Lev’s own classification of each company, one company one vote regardless of how many of Broadoak’s partners are named on its board, shown only when we found a specific, checkable source. Companies with no source read as unclassified and are left out of the shares above.
| Firm | Shared boards | Companies |
|---|---|---|
| Absolute Return | 1 | Telesis Bio |
| Balcera Fund Ltd | 1 | Telesis Bio |
| Buckeye Fund Ltd | 1 | Telesis Bio |
| Cadence Alternative Investments | 1 |
| Michael Caspani | Slowing | None listed | 2 | 1 |
| Anup Parikh | Quiet | None listed | 1 | 0 |
| Austin Duke | Quiet | None listed | 2 | 0 |
| Daniel Friedman | Quiet | Biotech & pharma | 2 | 0 |
| William Snider | Quiet | None listed | 10 | 0 |
Activity is filed board seats in the last 24 months: 4+ Active, 2–3 Selective, 1 Slowing, none Quiet. A firm's tier totals its partners, so an active firm may be four partners with one seat each. It undercounts partners who invest without taking a board seat, and filings lag a closing by weeks, so Quiet means the paperwork is quiet, not the person.
| Telesis Bio |
| Cascade Fund Ltd | 1 | Telesis Bio |
| Cedar Investments Ltd | 1 | Telesis Bio |
| Charles2 Fund Ltd | 1 | Telesis Bio |
| Clear Box Investments Ltd | 1 | Telesis Bio |
| Corktown Fund Ltd | 1 | Telesis Bio |
| Diversified Absolute Return | 1 | Telesis Bio |
| GCM Better Futures | 1 | Telesis Bio |
| GCM Fat Hunter | 1 | Telesis Bio |
| GCM Galaxy SPC | 1 | Telesis Bio |
| GCM Patriot | 1 | Telesis Bio |
| GCM Tribe | 1 | Telesis Bio |
A shared board seat: a company where filings name a Broadoak partner and a partner at the other firm, both with a clean identity match. Not a claim either firm led or co-led the round, only that both are named on the same board.
