Overview
Assets Under Management: $285 million
Headquarters: MENLO PARK, CA
High-Net-Worth Clients: 94
Average Client Assets: $3 million
Frequently Asked Questions
BLUE OAK CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108592), BLUE OAK CAPITAL LLC is subject to fiduciary duty under federal law.
BLUE OAK CAPITAL LLC is headquartered in MENLO PARK, CA.
BLUE OAK CAPITAL LLC serves 94 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, BLUE OAK CAPITAL LLC offers portfolio management for individuals. View all service details ↓
BLUE OAK CAPITAL LLC manages $285 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, BLUE OAK CAPITAL LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 405
Discretionary Accounts: 405
Regulatory Filings
CRD Number: 108592
Last Filing Date: 2025-02-25 00:00:00
Website: https://blueoak.net