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OAK GROVE CAPITAL, LLC
CRD 165465 · SEC 801-112059
AZ, United States
Phone
412-515-8899
Fax
412-515-8890
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$871.0M
Discretionary AUM
$871.0M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $10.1M |
| High net worth individuals | 85 | $809.5M |
| Corporations/business entities | 1 | $51.4M |
States served
AZ, MA, NJ, NY, PA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD