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OAK & REED CAPITAL MANAGEMENT, LLC
CRD 158867 · SEC 801-72921
122 ASHLAND PLACE, APT 16J, BROOKLYN, NY, 11201, United States
Phone
646-926-2573
Fax
212-981-3727
Registration
— (—)
Source
State registered
Total AUM
$19.0M
Discretionary AUM
$17.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2022-06-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $4.5M |
| High net worth individuals | 16 | $10.0M |
Official SEC filing: View on IAPD