# BLUE OAK CAPITAL LLC

BLUE OAK CAPITAL LLC of MENLO PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 108592
- Type: SEC-registered investment adviser
- SEC file number: 801-57237
- Location: 3000 SAND HILL ROAD, 1/205, MENLO PARK, CA, 94025
- Phone: 650-251-9595
- Latest filing: 2025-02-25
- Regulatory AUM: $285.4M
- Discretionary AUM: $285.4M
- Clients: 1
- Accounts: 405

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| Thomas Alan Baker | MEMBER, CCO | — |
| BAKER THOMAS ALAN | MEMBER; PARTNER, CHIEF COMPLIANCE OFFICER; PRINCIPAL (+2 more) | — |
| WALDEN LOREN | MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER; PRINCIPAL | — |
| KENASTON MATTHEW BRICE | MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER; PARTNER | — |
| GOLDMAN EMILIE REMMERDE | PARTNER | — |
| Blake Cathal Ashley | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/108592/brochure
- Similar advisers: https://search.stillhousedata.com/firm/108592/similar
- Related entities: https://search.stillhousedata.com/firm/108592/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/108592

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.