RED OAK PARTNERS, LLC
- RED OAK PARTNERS, LLC
Adviser Profile
| As of Date | 06/23/2020 |
| Registration status | Registration Changed to RED OAK PARTNERS, LLC |
| ADV Location | BOCA RATON, FL, United States |
| AUM* | 86,374,963 |
| of that, discretionary | 86,374,963 |
| Private Fund GAV* | 0 |
| Avg Account Size | 21,593,741 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Number of Employees 5
of those in investment advisory functions 2
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees