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Adviser Profile

Registration status Registration Changed to RED OAK PARTNERS, LLC
As of Date 06/23/2020
Adviser Type
Number of Employees 5
of those in investment advisory functions 2
AUM* 86,374,963 -23.74%
of that, discretionary 86,374,963 -23.74%
Private Fund GAV* 0
Avg Account Size 21,593,741 -4.68%
SMA’s No
Private Funds 0 5

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

Reported AUM

Discretionary
Non-discretionary
113M 97M 81M 65M 49M 32M 16M
2015 2016 2017 2018 2019 2020

Private Funds



Employees