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⚲
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| Blue Oak Capital LLC
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|
|---|---|
| CRD # | 108592 |
| SEC # | 801-57237 |
| CIK # | |
| AUM | $506.3 MM (2023-01-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 650-251-9595 |
| Address | 3000 Sand Hill Road, 1/205 Menlo Park, CA 94025 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 150 | 506.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 497 | 506.3 |
| By Discretionary | ||
| Discretionary | 497 | 506.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 497 | 506.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.3 | |
| Total | 497 | 506.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
John W Brooker & Co CPAS PC
✚
|
CA | 0.5 |
|
Schiavi & Company LLC
✚
|
DE | 0.5 |
|
Provident Wealth Management LLC
✚
|
TN | 0.5 |
|
Valicenti Advisory Services Inc
✚
|
NY | 0.5 |
|
Jack Moller & Associates Inc
✚
|
IL | 0.5 |
|
Swisspartners Advisors AG
✚
|
0.5 | |
|
Perspective Wealth Partners LLC
✚
|
ID | 0.5 |
|
Wisdom Financial Services LLC
✚
|
IL | 0.5 |
|
Waterway Wealth Management LLC
✚
|
TX | 0.5 |
|
Capitalia Sa
✚
|
0.5 |