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| Live Oak Investment Partners LLC
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|---|---|
| CRD # | 304406 |
| SEC # | 801-116882 |
| CIK # | 0001822262 |
| AUM | 266.4 M (2026-06-12) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 512-532-4700 |
| Address | 3103 Bee Cave Road Austin, TX 78746-5523 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001822262 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.6 | ||
| Amazon Com Inc | 2.5 | ||
| Rio Tinto PLC | 2.3 | ||
| Allstate Corp | 2.3 | ||
| Alphabet Inc | 2.2 | ||
| Suncor Energy Inc | 2.1 | ||
| Visa Inc | 2.0 | ||
| Navios Maritime Partners LP | 2.0 | ||
| Costco Wholesale Corp /NEW | 1.7 | ||
| Merck & Co Inc | 1.6 | ||
| Tenet Healthcare Corp | 1.6 | ||
| Sterling Construction Co Inc | 1.5 | ||
| Apple Inc | 1.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 253 | 78.0 |
| (b) Individuals (high net worth individuals) | 67 | 164.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 10 | 24.1 |
| (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 | 1 | 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 | 823 | 266.4 |
| By Discretionary | ||
| Discretionary | 813 | 242.3 |
| Non-Discretionary | 10 | 24.1 |
| Total | 823 | 266.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.4 | |
| Total | 823 | 266.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001822262] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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