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GREAT OAK CAPITAL PARTNERS, LLC
CRD 281045 · SEC 801-116681
105R DEPOT STREET, SUITE 5, SOUTH EASTON, MA, 02375, United States
Phone
(508) 230-7100
Fax
(508) 230-7108
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$477.9M
Discretionary AUM
$467.4M
Team
7 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 447 | $151.2M |
| High net worth individuals | 144 | $316.2M |
States served
CA, GA, ME, MA, NY, PA, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD