BLUE OAK CAPITAL LLC

BLUE OAK CAPITAL LLC of MENLO PARK, CA is an SEC-registered investment adviser (CRD 108592). Regulatory assets under management: $285.4M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (6)

NameRoleLocation
Thomas Alan BakerMEMBER, CCO
BAKER THOMAS ALANMEMBER; PARTNER, CHIEF COMPLIANCE OFFICER; PRINCIPAL (+2 more)
WALDEN LORENMEMBER, CHIEF COMPLIANCE OFFICER; PARTNER; PRINCIPAL
KENASTON MATTHEW BRICEMEMBER; MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER
GOLDMAN EMILIE REMMERDEPARTNER
Blake Cathal AshleyMEMBER

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