# FIRST OAK CAPITAL MANAGEMENT LLC

FIRST OAK CAPITAL MANAGEMENT LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 155986
- Type: SEC-registered investment adviser
- SEC file number: 801-72249
- Location: 600 MONTGOMERY STREET, 11TH FLOOR, SAN FRANCISCO, CA, 94111
- Phone: (415) 544-7800
- Latest filing: 2014-01-06
- Regulatory AUM: $104.0M
- Discretionary AUM: $104.0M
- Clients: 6
- Accounts: 4

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| [KIAIE KATHLYNE KNOBLOCH](https://search.stillhousedata.com/person/747825) | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | — |
| [DEVINSKY SCOTT DENNIS](https://search.stillhousedata.com/person/747826) | MANAGING DIRECTOR, CFO & CCO; MANAGING DIRECTOR & CHIEF FINANCIAL OFFICER | — |
| [SHAH ASHISH YOGESH](https://search.stillhousedata.com/person/770812) | SR. MANAGING DIRECTOR & PORTFOLIO MANAGER | — |
| [WYSS JOSHUA EDWARD](https://search.stillhousedata.com/person/770813) | MANAGING DIRECTOR & CHIEF INVESTMENT OFFICER; MANAGING DIRECTOR & DIRECTOR OF RESEARCH | — |
| [KAHN JONATHAN S](https://search.stillhousedata.com/person/770814) | MANAGING DIRECTOR; MANAGING DIRECTOR & DIRECTOR OF TRADING | — |


## Private funds (3)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| FIRST OAK ACORN FUND, L.P. | Hedge Fund | — | 44 | $66.0M | $1.0M |
| FIRST OAK ACORN MASTER FUND, L.P. | Hedge Fund | — | 3 | $56.0M | $1.0M |
| FIRST OAK ACORN FUND, LTD. | Hedge Fund | — | 0 | — | $1.0M |


## Fund service providers (1)

- administrator: CITCO FUND SERVICES — 3 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155986/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155986/similar
- Related entities: https://search.stillhousedata.com/firm/155986/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155986

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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.