Oak Root LLC


Assets, Funds, Holdings

Home | Sign Up | Log In
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Oak Root LLC
CRD #246788
SEC #801-100400
AUM $417.5 MM (99% Disc, 100% US)
Employees1 (100% Investors, 0% Brokers)
Address1059 Summit Road
Montecito, CA 93108
Source [IAPD]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Gerald Baker Financial Group Llcdba Baker Financial Services
TX 0.4
South State Advisory Inc
SC 0.4
Fulcrum Capital LLC
WA 0.4
Sarasin Asset Management Limited
Summit Wealth & Retirement Planning Inc
CA 0.4
Sky Investment Group LLC
CT 0.4
Sterne AGEE Asset Management Inc
AL 0.4
Alpha Omega Wealth Management LLC
VA 0.4
Foster Victor Wealth Advisors LLC
SC 0.4
Mariner Wealth Advisors-Omaha LLC
KS 0.4
Terms of Service | Privacy Policy | User Guide