Oakwood Capital Management LLC

Assets, Funds, Holdings

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Regulatory AUM vs AUM

Type	Result	AUM ($B)

Oakwood Capital Management LLC ✚
CRD #	108080
SEC #	801-55342
CIK #
AUM
Employees	16 (81% Investors, 0% Brokers)
Phone	310-772-2600
Address	12121 Wilshire Blvd, Suite 1250 Los Angeles, CA 90025
Source	[IAPD] [Website]

Total AUM ($M) Copy

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	198	144.0
(b) Individuals (high net worth individuals)	161	621.1
(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	19	33.3
(h) Charitable organizations	12	52.7
(i) State or municipal government entities	1	7.8
(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	4	63.0
(n) Other	0	0.0
Total	832	922.0
By Discretionary
Discretionary	832	922.0
Non-Discretionary	0	0.0
Total	832	922.0
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		922.0
Total	832	922.0

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