CROWN OAK ADVISORS, LLC is an SEC-registered investment adviser (CRD 309749). Regulatory assets under management: $235.6M.
Compensation: % of AUM, Fixed.
Clients served: High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Christopher Vincent Dodds | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND MANAGING MEMBER | — |
| Andrew Warren Dodds | CO-FOUNDER AND MANAGING MEMBER | — |
| DODDS CHRISTOPHER VINCENT | CHIEF COMPLIANCE OFFICER, CO-FOUNDER AND MANAGING MEMBER | — |
| DODDS ANDREW WARREN | CO-FOUNDER AND MANAGING MEMBER | — |