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| Oak Grove Capital LLC
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|
|---|---|
| CRD # | 165465 |
| SEC # | 801-112059 |
| CIK # | 0001661762 |
| AUM | $169.1 MM (2023-03-29) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 412-515-8899 |
| Address | 11 Atlantic Avenue North Hampton, NH 03862-2305 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 41.6 | |
| AMD | 131,458.5 | 31.8 | |
| LLY | 301,789.7 | 17.8 | |
| COST | 207,576.9 | 16.6 | |
| NVO | 245,328.6 | 12.7 | |
| INDI | 720.1 | 12.6 | |
| EQNR | 114,065.6 | 7.5 | |
| MRVL | 38,517.5 | 7.2 | |
| KMI | 39,000.5 | 7.0 | |
| TMO | 209,733.6 | 6.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 20.9 |
| (b) Individuals (high net worth individuals) | 44 | 143.6 |
| (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 | 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 | 1 | 4.6 |
| (n) Other | 0 | 0.0 |
| Total | 310 | 169.1 |
| By Discretionary | ||
| Discretionary | 310 | 169.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 310 | 169.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 169.1 | |
| Total | 310 | 169.1 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001661762] |
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|---|---|---|
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