LIVE OAK INVESTMENT PARTNERS
LIVE OAK INVESTMENT PARTNERS, LLC Legal Name
Adviser information for LIVE OAK INVESTMENT PARTNERS last updated from Form ADV on November 6th, 2023. 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 | MARCH |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 3 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 739 | $167.8M |
| Non-Discretionary | 8 | $17.5M |
| Total | 747 | $185.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 238 | $64.3M |
| HNW Individuals | 51 | $103.5M |
| 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 | 8 | $17.5M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-116882 |
|---|---|
| SEC ERA File Number | 801-116882 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 304406 |
| Legal Entity Identifier | None |
Principal Office
3103 BEE CAVE ROADSUITE 104
AUSTIN
TX
United States
Monday - Friday, BY APPOINTMENT ONLY
Tel: 512-532-4700, Fax: None
Websites
Chief Compliance Officer
MICHAEL HOSTICK
PORTFOLIO MANAGER, FOUNDER
3103 BEE CAVE ROAD
SUITE 104
AUSTIN
TX
United States
Tel:
512-532-4701
M*******@****************M
(Full email address available in API data)
Regulatory Contact
MICHAEL CHARLES
REGISTERED REPRESENTATIVE
3103 BEE CAVE ROAD
SUITE 104
AUSTIN
TX
United States
Tel:
512-532-4702
M*******@****************M
(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 |
|---|---|---|---|---|---|
| HOSTICK, MICHAEL, RICHARD | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2019 | > 75% |