|
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|
| Keyboard |
| One Oak Holdings LLC
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|
|---|---|
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
|
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|
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|
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|
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|
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|
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|
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✚
|
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|
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|
FL | 109.7 M |
|
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✚
|
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|
Capstone Wealth Management Corp
✚
|
FL | 109.4 M |