|
⚲
|
| One Oak Holdings LLC
✚
|
|
|---|---|
| CRD # | 334282 |
| SEC # | 801-135919 |
| CIK # | |
| AUM | $110.4 M (2026-04-01) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 302-754-1625 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 5 | 70.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 40.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 18 | 110.4 |
| By Discretionary | ||
| Discretionary | 18 | 110.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 18 | 110.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.4 | |
| Total | 18 | 110.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Caleo Capital NA LLC
✚
|
FL | 0.1 |
|
Setarcos Wealth Advisors LLC
✚
|
PA | 0.1 |
|
People MAKE the Difference Inc
✚
|
AL | 0.1 |
|
Gallacher Capital LLC
✚
|
CO | 0.1 |
|
Advanced Wealth Management LLC
✚
|
FL | 0.1 |
|
Visionx Wealth Partners
✚
|
IA | 0.1 |
|
Tenbridge Partners LLC
✚
|
OR | 0.1 |
|
JAKE Carris Financial Planning LLC
✚
|
FL | 0.1 |
|
Veraz Advisors LLC
✚
|
CA | 0.1 |
|
Capstone Wealth Management Corp
✚
|
FL | 0.1 |