BLACK OAK INVESTMENT MANAGEMENT COMPANY

BLACK OAK INVESTMENT MANAGEMENT COMPANY is an SEC-registered investment adviser (CRD 308421). Regulatory assets under management: $23.6M.

Registration

• CRD: 308421
• Type: Registered investment adviser
• Phone: 503-360-9799
• Latest filing: 2026-01-20
• Regulatory AUM: $23.6M
• Discretionary AUM: $13.4M
• Non-discretionary AUM: $10.2M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308421 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search