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ONE OAK CAPITAL MANAGEMENT, LLC
CRD 170339 · SEC 801-114497
287 BOWMAN AVE., PURCHASE, NY, 10577, United States
Phone
914-205-5821
Fax
914-305-5256
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$418.5M
Discretionary AUM
$418.5M
Team
14 total employees; 11 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 320 | $89.2M |
| High net worth individuals | 55 | $149.6M |
| Pooled investment vehicles | 6 | $172.7M |
| Pension/profit sharing plans | 1 | $864K |
| State/municipal entities | 2 | $6.1M |
States served
NJ, NY
All web addresses on file
Official SEC filing: View on IAPD