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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Live Oak Family Offices LLC
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|---|---|
| CRD # | 141570 |
| SEC # | 801-123444 |
| CIK # | |
| AUM | $158.3 M (2025-02-03) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 727-576-1245 |
| Address | 888 Executive Center Drive W St Petersburg, FL 33702 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Live Oak Master Fund LP | 2022-02-11 | 12.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 17.4 |
| (b) Individuals (high net worth individuals) | 27 | 128.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 12.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 185 | 158.3 |
| By Discretionary | ||
| Discretionary | 185 | 158.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 185 | 158.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 157.3 | |
| Total | 185 | 158.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Accredited Wealth Management LLC
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|
KY | 0.2 |
|
Newport Investment Advisors Inc
✚
|
OH | 0.2 |
|
RARE Wolf Capital LLC
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|
WA | 0.2 |
|
Assabet Advisors LLC
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|
MA | 0.2 |
|
Macke Financial Advisory Group Inc
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|
FL | 0.2 |
|
Magnolia Wealth Management LLC
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|
AL | 0.2 |
|
Wabash Capital Inc
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|
IN | 0.2 |
|
Kingstone Capital Partners Texas LLC
✚
|
TX | 0.2 |
|
J M Brown & Associates Inc
✚
|
OK | 0.2 |
|
Naples Money Management LLC
✚
|
FL | 0.2 |