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| West Oak Capital LLC
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| |
|---|---|
| CRD # | 128473 |
| SEC # | 801-62367 |
| CIK # | 0001387399 |
| AUM | $439.9 MM (2024-02-06) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 208-722-2280 |
| Address | 1028 S Bridgeway Place Eagle, ID 83616 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001387399 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Leucadia National Corp | 6.8 | 0.0 | |
| Nvidia Corp | 399.6 | 0.0 | |
| Broadcom Inc | 201.3 | 0.0 | |
| Lilly Eli & Co | 301.8 | 0.0 | |
| Microsoft Corp | 1,918.2 | 0.0 | |
| Apple Inc | 2,382.8 | 0.0 | |
| Amazon Com Inc | 1,093.0 | 0.0 | |
| Costco Wholesale Corp /NEW | 207.6 | 0.0 | |
| Alphabet Inc | 1,482.6 | 0.0 | |
| J P Morgan Chase & Co | 340.2 | 0.0 | |
| FPL Group Inc | 150.2 | 0.0 | |
| Oracle Corp | 182.8 | 0.0 | |
| Automatic Data Processing Inc | 89.4 | 0.0 | |
| American Express Co | 107.1 | 0.0 | |
| Home Depot Inc | 277.6 | 0.0 | |
| Applied Materials Inc /DE | 82.7 | 0.0 | |
| Hubbell Inc | 9.7 | 0.0 | |
| Lennar Corp /New/ | 20.6 | 0.0 | |
| Analog Devices Inc | 77.2 | 0.0 | |
| Amgen Inc | 130.1 | 0.0 | |
| Chevron Corp | 294.6 | 0.0 | |
| Procter & Gamble Co | 338.1 | 0.0 | |
| Colgate Palmolive Co | 66.1 | 0.0 | |
| Danaher Corp /DE/ | 183.1 | 0.0 | |
| Vitesse Energy Inc | 0.0 | ||
| Air Products & Chemicals Inc /DE/ | 53.8 | 0.0 | |
| Abbott Laboratories | 187.3 | 0.0 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 35 | 7.7 |
| (b) Individuals (high net worth individuals) | 84 | 381.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 44.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.8 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 439.9 |
| By Discretionary | ||
| Discretionary | 310 | 383.3 |
| Non-Discretionary | 18 | 56.5 |
| Total | 328 | 439.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 439.9 | |
| Total | 328 | 439.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001387399] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Long Run Wealth Advisors LLC
✚
|
NY | 0.4 |
|
Trinity Financial Partners II LLC
✚
|
PA | 0.4 |
|
Cerro Pacific Wealth Advisors LLC
✚
|
CA | 0.4 |
|
Consolidated Financial Management Group LLC
✚
|
OH | 0.4 |
|
Oxler Private Wealth LLC
✚
|
NY | 0.4 |
|
Edmonds Duncan Registered Investment Advisors LLC
✚
|
KS | 0.4 |
|
Wellspring Wealth Management LLC
✚
|
GA | 0.4 |
|
Lisanti Capital Growth LLC
✚
|
NY | 0.4 |
|
Saybrook Capital Corp
✚
|
NY | 0.4 |
|
Stewart Wealth Management Inc
✚
|
CA | 0.4 |