NEWOAK ASSET MANAGEMENT LLC
CRD 172956 · SEC 801-80361
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
3 COLUMBUS CIRCLE, 15TH FL., NEW YORK, NY, 10019-8760, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$57.1M
Discretionary AUM
$57.1M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
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Services
Client types
| Type | Clients | AUM |
|---|---|---|
| Corporations/business entities | 3 | $57.1M |
All web addresses on file
Official SEC filing: View on IAPD