OAK ASSET MANAGEMENT, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser (CRD 287856). Regulatory assets under management: $413.8M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Jack Travis Noe | MANAGING MEMBER; MANAGING PARTNER | — |
| Janet Marie Robinson | MANAGING PARTNER | — |
| Thomas Joseph Robertson | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| David Brian Watson | OWNER | — |
| ROBINSON VICTORIA MARIE | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| WATSON DAVID BRIAN | MANGING MEMBER; OWNER | — |
| NOE JACK TRAVIS | MANAGING MEMBER | — |
| ROBERTSON THOMAS JOSEPH | MANAGING MEMBER | — |