Overview
Assets Under Management: $419 million
Headquarters: PURCHASE, NY
High-Net-Worth Clients: 55
Average Client Assets: $2.7 million
Frequently Asked Questions
ONE OAK CAPITAL MANAGEMENT, 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 #170339), ONE OAK CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ONE OAK CAPITAL MANAGEMENT, LLC is headquartered in PURCHASE, NY.
ONE OAK CAPITAL MANAGEMENT, LLC serves 55 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, ONE OAK CAPITAL MANAGEMENT, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ONE OAK CAPITAL MANAGEMENT, LLC manages $419 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, ONE OAK CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 35.75%
Average Client Assets: $2.7 million
Total Client Accounts: 384
Discretionary Accounts: 384
Regulatory Filings
CRD Number: 170339
Filing ID: 2082082
Last Filing Date: 2026-03-31 15:41:50