OAK ASSET MANAGEMENT, LLC

OAK ASSET MANAGEMENT, LLC of OAK BROOK, IL is an SEC-registered investment adviser (CRD 139790). Regulatory assets under management: $209.0M.

Registration

• CRD: 139790
• SEC file number: 801-71486
• Type: Registered investment adviser
• Location: 903 COMMERCE DRIVE, SUITE #333, OAK BROOK, IL, 60523
• Phone: 630-928-5200
• Latest filing: 2020-11-06
• Regulatory AUM: $209.0M
• Discretionary AUM: $206.4M
• Non-discretionary AUM: $2.6M
• Clients: 1
• Accounts: 136

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 139790 on SEC IAPD (source of record)
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