BLUE OAK CAPITAL LLC
  • BLUE OAK CAPITAL LLC

Adviser Profile

As of Date 07/19/2025
Registration status Terminated
ADV Location MENLO PARK, CA, United States
Contact Info 650 xxxxxxx
Websites
AUM* 285,427,887 -49%
of that, discretionary 285,427,887 -49%
Number of Employees 1 -50%
of those in investment advisory functions 1 -50%
Private Fund GAV* 0
Avg Account Size 704,760 -37%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

597M 512M 426M 341M 256M 171M 85M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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