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Henry Nmn Dervishi

Broadoak Asset Management, LLC

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About Henry Nmn Dervishi

Henry Nmn Dervishi is an investment advisor representative with Broadoak Asset Management, LLC. Henry has a Series 65 license. Henry has been in the industry for 7 years. Prior to joining Broadoak Asset Management, LLC, Henry worked at Limiar Capital Partners in Arlington, VA. Henry's areas of specialization include pooled investment vehicles.

Firm Information

Henry Dervishi is currently registered with Broadoak Asset Management, LLC. Broadoak Asset Management, LLC is an investment advisor based in Bethesda, MD. They specialize in portfolio management for pooled investment vehicles, managing approximately $370,973,419 in assets for 8 clients. They are registered with the SEC and have a website at HTTP://WWW.BROADOAK.COM.
Broadoak Asset Management, LLC

4800 MONTGOMERY LANE

BETHESDA, MD 20814

$370.97M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Henry Dervishi’s Registration & Firm History

MD

01/01/2024 - Present

Broadoak Asset Management, LLC (BETHESDA MD)

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Licenses & Designations

IA

Issued 12/28/2023

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Nmn Dervishi.
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