OAK GROVE CAPITAL, LLC
Adviser information for OAK GROVE CAPITAL, LLC last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 318 | $340.9M |
| Non-Discretionary | 0 | $0 |
| Total | 318 | $340.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 40 | $12.3M |
| HNW Individuals | 64 | $315.9M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 1 | $12.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
11 ATLANTIC AVENUENORTH HAMPTON
NH
United States
Monday - Friday, 8:30AM-5:30PM
Tel: 412-515-8899, Fax: 412-515-8890
Chief Compliance Officer
MARK VISNIC
MANAGING MEMBER
11 ATLANTIC AVENUE
NORTH HAMPTON
NH
United States
Tel:
412-515-8899
Fax:
412-515-8890
I***@******************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| VISNIC, MARK, GEORGE | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 09/2012 | > 75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 5th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| ADVANCED MICRO DEVICES INC | COM | 24M | 151K | – |
| ADVANCED MICRO DEVICES INC | COM | 3M | 41K | – |
| ADVANCED MICRO DEVICES INC | COM | 60K | 700 | – |
| ADVANCED MICRO DEVICES INC | COM | 1M | 13K | – |
| ADVANCED MICRO DEVICES INC | COM | 6M | 64K | – |
| ADVANCED MICRO DEVICES INC | COM | 10M | 128K | – |
| ADVANCED MICRO DEVICES INC | COM | 1M | 11K | – |
| ADVANCED MICRO DEVICES INC | COM | 541K | 6K | – |
| ADVANCED MICRO DEVICES INC | COM | 210K | 3K | – |
| ADVANCED MICRO DEVICES INC | COM | 193K | 3K | – |
| ADVANCED MICRO DEVICES INC | COM | 128K | 2K | – |
| ADVANCED MICRO DEVICES INC | COM | 15K | 200 | – |
| ADVANCED MICRO DEVICES INC | COM | 403K | 5K | – |
| ADVANCED MICRO DEVICES INC | COM | 8K | 100 | – |
| ADVANCED MICRO DEVICES INC | COM | 220K | 3K | – |
| ADVANCED MICRO DEVICES INC | COM | 184K | 2K | – |
| ADVANCED MICRO DEVICES INC | COM | 38K | 500 | – |
| ADVANCED MICRO DEVICES INC | COM | 79K | 1K | – |
| APPLE INC | COM | 26K | 600 | – |
| APPLE INC | COM | 199K | 2K | – |
| APPLE INC | COM | 27K | 300 | – |
| APPLE INC | COM | 94K | 1K | – |
| APPLE INC | COM | 52K | 1K | – |
| APPLE INC | COM | 25K | 500 | – |
| APPLE INC | COM | 2M | 20K | – |
| APPLE INC | COM | 66K | 700 | – |
| APPLE INC | COM | 385K | 4K | – |
| APPLE INC | COM | 426K | 5K | – |
| APPLE INC | COM | 100K | 1K | – |
| APPLE INC | COM | 37M | 175K | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 205K | 200 | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 3M | 8K | – |
| BROADCOM INC | COM | 2M | 1K | – |
| BROOKFIELD CORP | CL A LTD VT SH | 26M | 630K | – |
| CADENCE DESIGN SYSTEM INC | COM | 616K | 2K | – |
| CHENIERE ENERGY PARTNERS LP | COM UNIT | 354K | 7K | – |
| COHERENT CORP | COM | 19M | 263K | – |
| COHERENT CORP | COM | 2M | 40K | – |
| COHERENT CORP | COM | 149K | 3K | – |
| COHERENT CORP | COM | 67K | 2K | – |
| COHERENT CORP | COM | 200K | 5K | – |
| COHERENT CORP | COM | 123K | 4K | – |
| COHERENT CORP | COM | 108K | 3K | – |
| COSTCO WHSL CORP NEW | COM | 18M | 21K | – |
| CROWDSTRIKE HLDGS INC | CL A | 15M | 38K | – |
| CROWDSTRIKE HLDGS INC | CL A | 124K | 500 | – |
| CROWDSTRIKE HLDGS INC | CL A | 672K | 3K | – |
| CROWDSTRIKE HLDGS INC | CL A | 380K | 2K | – |
| DATADOG INC | CL A COM | 214K | 2K | – |
| DUKE ENERGY CORP NEW | COM NEW | 3M | 29K | – |
| ELI LILLY & CO | COM | 73M | 81K | – |
| EQT CORP | COM | 3M | 77K | – |
| EQUINOR ASA | SPONSORED ADR | 1M | 51K | – |
| GILEAD SCIENCES INC | COM | 727K | 11K | – |
| HONEYWELL INTL INC | COM | 4M | 17K | – |
| INDIE SEMICONDUCTOR INC | CLASS A COM | 8M | 1M | – |
| INDIE SEMICONDUCTOR INC | CLASS A COM | 271K | 66K | – |
| INDIE SEMICONDUCTOR INC | CLASS A COM | 17K | 5K | – |
| INDIE SEMICONDUCTOR INC | CLASS A COM | 11K | 4K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 15M | 85K | – |
| ISHARES SILVER TR | ISHARES | 314K | 12K | – |
| KINDER MORGAN INC DEL | COM | 900K | 45K | – |
| LAM RESEARCH CORP | COM | 217K | 204 | – |
| LINDE PLC | SHS | 439K | 1K | – |
| LOCKHEED MARTIN CORP | COM | 10M | 21K | – |
| MARKEL GROUP INC | COM | 646K | 410 | – |
| MARVELL TECHNOLOGY INC | COM | 7M | 97K | – |
| MARVELL TECHNOLOGY INC | COM | 86K | 2K | – |
| MARVELL TECHNOLOGY INC | COM | 43K | 2K | – |
| MARVELL TECHNOLOGY INC | COM | 120K | 5K | – |
| MARVELL TECHNOLOGY INC | COM | 2M | 73K | – |
| MARVELL TECHNOLOGY INC | COM | 796K | 26K | – |
| MARVELL TECHNOLOGY INC | COM | 762K | 21K | – |
| MARVELL TECHNOLOGY INC | COM | 107K | 3K | – |
| MASTEC INC | COM | 214K | 2K | – |
| MERCK & CO INC | COM | 6M | 50K | – |
| MEXICO FD INC | COM | 170K | 11K | – |
| MICRON TECHNOLOGY INC | COM | 9M | 65K | – |
| MICROSOFT CORP | COM | 13M | 29K | – |
| MICROSOFT CORP | COM | 105K | 500 | – |
| MICROSOFT CORP | COM | 65K | 300 | – |
| MICROSOFT CORP | COM | 18K | 100 | – |
| MICROSOFT CORP | COM | 29K | 200 | – |
| NEXTERA ENERGY INC | COM | 411K | 6K | – |
| NOVO-NORDISK A S | ADR | 3M | 21K | – |
| NU HLDGS LTD | ORD SHS CL A | 567K | 44K | – |
| NVIDIA CORPORATION | COM | 54M | 436K | – |
| NVIDIA CORPORATION | COM | 127K | 2K | – |
| NVIDIA CORPORATION | COM | 168K | 2K | – |
| NVIDIA CORPORATION | COM | 221K | 2K | – |
| NVIDIA CORPORATION | COM | 26M | 298K | – |
| NVIDIA CORPORATION | COM | 2M | 25K | – |
| NVIDIA CORPORATION | COM | 11M | 127K | – |
| NVIDIA CORPORATION | COM | 260K | 3K | – |
| NVIDIA CORPORATION | COM | 2M | 23K | – |
| NVIDIA CORPORATION | COM | 515K | 6K | – |
| NVIDIA CORPORATION | COM | 1M | 15K | – |
| NVIDIA CORPORATION | COM | 170K | 2K | – |
| NVIDIA CORPORATION | COM | 93K | 1K | – |
| NVIDIA CORPORATION | COM | 182K | 2K | – |
| NVIDIA CORPORATION | COM | 901K | 10K | – |
| NVIDIA CORPORATION | COM | 13M | 141K | – |
| NVIDIA CORPORATION | COM | 7M | 83K | – |
| NVIDIA CORPORATION | COM | 22M | 245K | – |
| NVIDIA CORPORATION | COM | 5M | 59K | – |
| NVIDIA CORPORATION | COM | 2M | 20K | – |
| NVIDIA CORPORATION | COM | 10M | 112K | – |
| NVIDIA CORPORATION | COM | 1M | 16K | – |
| NVIDIA CORPORATION | COM | 2M | 27K | – |
| NVIDIA CORPORATION | COM | 85K | 1K | – |
| NVIDIA CORPORATION | COM | 166K | 2K | – |
| NVIDIA CORPORATION | COM | 79K | 1K | – |
| NVIDIA CORPORATION | COM | 3M | 52K | – |
| NVIDIA CORPORATION | COM | 3M | 30K | – |
| NVIDIA CORPORATION | COM | 359K | 4K | – |
| NVIDIA CORPORATION | COM | 2M | 17K | – |
| NVIDIA CORPORATION | COM | 178K | 2K | – |
| NVIDIA CORPORATION | COM | 5M | 59K | – |
| NVIDIA CORPORATION | COM | 88K | 1K | – |
| NVIDIA CORPORATION | COM | 85K | 1K | – |
| NVIDIA CORPORATION | COM | 85K | 1K | – |
| NVIDIA CORPORATION | COM | 183K | 2K | – |
| NVIDIA CORPORATION | COM | 535K | 6K | – |
| NVIDIA CORPORATION | COM | 82K | 1K | – |
| NVIDIA CORPORATION | COM | 293K | 6K | – |
| NVIDIA CORPORATION | COM | 529K | 6K | – |
| NVIDIA CORPORATION | COM | 172K | 2K | – |
| NVIDIA CORPORATION | COM | 162K | 2K | – |
| NVIDIA CORPORATION | COM | 1M | 15K | – |
| NVIDIA CORPORATION | COM | 180K | 2K | – |
| NVIDIA CORPORATION | COM | 1K | 40K | – |
| NVIDIA CORPORATION | COM | 1K | 30K | – |
| NVIDIA CORPORATION | COM | 2K | 50K | – |
| NVIDIA CORPORATION | COM | 2K | 50K | – |
| NVIDIA CORPORATION | COM | 2K | 40K | – |
| OCCIDENTAL PETE CORP | COM | 391K | 6K | – |
| PIMCO ETF TR | ENHAN SHRT MA AC | 3M | 25K | – |
| REGENERON PHARMACEUTICALS | COM | 2M | 2K | – |
| RH | COM | 619K | 3K | – |
| RTX CORPORATION | COM | 6M | 61K | – |
| SEMPRA | COM | 1M | 15K | – |
| SERVICENOW INC | COM | 2M | 2K | – |
| SIBANYE STILLWATER LTD | SPONSORED ADR | 44K | 10K | – |
| SIMON PPTY GROUP INC NEW | COM | 622K | 4K | – |
| SNOWFLAKE INC | CL A | 1M | 7K | – |
| SOUTHWESTERN ENERGY CO | COM | 454K | 68K | – |
| SYNOPSYS INC | COM | 3M | 5K | – |
| TESLA INC | COM | 999K | 5K | – |
| THERMO FISHER SCIENTIFIC INC | COM | 7M | 12K | – |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 2M | 28K | – |
| VERTIV HOLDINGS CO | COM CL A | 3M | 38K | – |