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| Great Oak Capital Partners LLC
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|
|---|---|
| CRD # | 281045 |
| SEC # | 801-116681 |
| CIK # | 0002012868 |
| AUM | $477.9 M (2026-04-09) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Phone | 508-230-7100 |
| Address | 105R Depot Street South Easton, MA 02375 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002012868 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Johnson & Johnson | 1.9 | ||
| Apple Inc | 1.7 | ||
| J P Morgan Chase & Co | 1.6 | ||
| Northeast Utilities | 1.0 | ||
| Alphabet Inc | 0.9 | ||
| Microsoft Corp | 0.9 | ||
| Avidia Bancorp Inc | 0.7 | ||
| Medtronic Holdings Ltd | 0.5 | ||
| Amazon Com Inc | 0.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 447 | 151.2 |
| (b) Individuals (high net worth individuals) | 144 | 316.2 |
| (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 | 10.5 |
| (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 | 1,871 | 477.9 |
| By Discretionary | ||
| Discretionary | 1,867 | 467.4 |
| Non-Discretionary | 4 | 10.5 |
| Total | 1,871 | 477.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 477.9 | |
| Total | 1,871 | 477.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012868] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trellis Wealth Advisors LLC
✚
|
CA | 0.5 |
|
AF Advisors Inc
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|
CA | 0.5 |
|
Match Grade Advisors LLC
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SC | 0.5 |
|
Meredith Wealth Planning LLC
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IL | 0.5 |
|
Joule Financial LLC
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KY | 0.5 |
|
IDB LIDO Wealth LLC
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|
NY | 0.5 |
|
Elmwood Wealth Management Inc
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|
CA | 0.5 |
|
Midatlantic Capital Management Inc
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|
VA | 0.5 |
|
RFG Holdings Inc
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|
TX | 0.5 |
|
MBM Wealth Consultants LLC
✚
|
MO | 0.5 |