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| Crown Oak Advisors LLC
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|---|---|
| CRD # | 309749 |
| SEC # | 801-128309 |
| CIK # | 0002009273 |
| AUM | 235.6 M (2026-02-10) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 510-244-4685 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Schwab Charles Corp | 43.5 | ||
| Visa Inc | 22.4 | ||
| Deere & Co | 17.8 | ||
| Watsco Inc | 12.2 | ||
| Church & Dwight Co Inc /DE/ | 11.4 | ||
| Keysight Technologies Inc | 10.1 | ||
| Rollins Inc | 9.4 | ||
| Nordson Corp | 8.9 | ||
| Mettler Toledo International INC/ | 7.4 | ||
| Moodys Corp /DE/ | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 24 | 7.5 |
| (b) Individuals (high net worth individuals) | 30 | 228.1 |
| (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 | 73 | 235.6 |
| By Discretionary | ||
| Discretionary | 73 | 235.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 73 | 235.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.6 | |
| Total | 73 | 235.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009273] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
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|---|---|---|
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