# THE BLUE OAK GROUP, LLC

THE BLUE OAK GROUP, LLC of BOSTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 291588
- Type: SEC-registered investment adviser
- Location: ONE BOSTON PLACE, BOSTON, MA, 02108
- Phone: 843-212-8996
- Latest filing: 2026-04-01
- Clients: 1

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291588/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291588/similar
- Related entities: https://search.stillhousedata.com/firm/291588/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291588

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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.