|
⚲
|
| Blue Oak Capital LLC
✚
| |
|---|---|
| CRD # | 108592 |
| SEC # | 801-57237 |
| CIK # | |
| AUM | $556.7 MM (2024-02-29) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-251-9595 |
| Address | 3000 Sand Hill Road, 1/205 Menlo Park, CA 94025 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 149 | 556.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 500 | 556.7 |
| By Discretionary | ||
| Discretionary | 500 | 556.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 500 | 556.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 556.7 | |
| Total | 500 | 556.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
John W Brooker & Co CPAS PC
✚
|
CA | 0.6 |
|
Murphy Pohlad Asset Management LLC
✚
|
MN | 0.6 |
|
Financial Directions LLC
✚
|
AZ | 0.6 |
|
Epsilon Financial Group Inc
✚
|
CA | 0.6 |
|
Tranquility Partners LLC
✚
|
TN | 0.6 |
|
Goldstone Financial Group LLC
✚
|
IL | 0.6 |
|
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.6 |
|
Action Point Financial Planning LLC
✚
|
MI | 0.6 |
|
Dream Capital Advisors LLC
✚
|
IL | 0.6 |
|
New Vernon Wealth Management LLC
✚
|
IL | 0.6 |