OAKVALE INVESTMENTS INC.

OAKVALE INVESTMENTS INC. is an SEC-registered investment adviser (CRD 113450). Regulatory assets under management: $72.9M.

Registration

• CRD: 113450
• Type: Registered investment adviser
• Phone: 415-526-3726
• Latest filing: 2026-03-30
• Regulatory AUM: $72.9M
• Discretionary AUM: $72.9M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113450 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search