GREAT OAK CAPITAL PARTNERS, LLC

GREAT OAK CAPITAL PARTNERS, LLC of SOUTH EASTON, MA is an SEC-registered investment adviser (CRD 281045). Regulatory assets under management: $477.9M.

Registration

• CRD: 281045
• SEC file number: 801-116681
• Type: Registered investment adviser
• Location: 105R DEPOT STREET, SUITE 5, SOUTH EASTON, MA, 02375
• Phone: (508) 230-7100
• Latest filing: 2026-04-09
• Regulatory AUM: $477.9M
• Discretionary AUM: $467.4M
• Non-discretionary AUM: $10.5M
• Clients: 7
• Accounts: 1,871

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281045 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search