Adviser Profile

As of Date 09/09/2026
Registration SEC, Approved, 03/14/2022
Other registrations (4)
Former registrations

LIVE OAK FAMILY OFFICES LLC

Contact Info (61 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees