West Oak Capital LLC

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Assets, Funds, Holdings

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CAFR Data
West Oak Capital LLC
CRD #128473
SEC #801-62367
CIK #
AUM $300.1 MM (91% Disc, 100% US)
Employees7 (57% Investors, 0% Brokers)
Phone805-230-8282
Address2801 Townsgate Road
Westlake Village, CA 91361
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
3402722041366802001200720132020
Sector Holding Cap ($MM) Value ($MM)
VCSH5,068.2
NEE90,610.02,847.7
ADP65,820.02,836.5
JNJ369,000.02,427.7
ABT136,670.02,398.1
JPM341,670.02,382.3
HD206,070.02,319.2
DHR90,200.02,286.6
AAPL843,560.02,265.8
CVX234,890.02,231.3
View All
Holdings by Sector ($)
12510075502502014201620182020
Comparable Firms State AUM ($BB)
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CA 0.3
Greystone Investment Management LLC
OH 0.3
BKS Advisors LLC
MI 0.3
Clune & Associates
IL 0.3
McNellis & Bjork Ltd
MN 0.3
Triumph Capital Management
CO 0.3
The Mutual Fund Store-Denver LLC
KS 0.3
Traverso Chambers Private Wealth Management LLC
CA 0.3
Tower Square Securities Inc
CT 0.3
WJ Interests LLC
TX 0.3
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