LIVE OAK FAMILY OFFICES LLC
Adviser information for LIVE OAK FAMILY OFFICES LLC last updated from Form ADV on March 12th, 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 | Florida, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 117 | $147.5M |
| Non-Discretionary | 0 | $0 |
| Total | 117 | $147.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 29 | $13.8M |
| HNW Individuals | 18 | $120.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $13.4M |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 2 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-123444 |
|---|---|
| SEC ERA File Number | 801-123444 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 141570 |
| Legal Entity Identifier | None |
Principal Office
1596 LANCASTER TERRACEUNIT 1A
JACKSONVILLE
FL
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 904-631-6418, Fax: None
Websites
Chief Compliance Officer
H. THOMAS PLATT III
MANAGING MEMBER
1596 LANCASTER TERRACE
UNIT 1A
JACKSONVILLE
FL
United States
Tel:
904-631-6418
T****@**********M
(Full email address available in API data)
Industry Affiliates
| LOMF OF JACKSONVILLE INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| LIVE OAK MASTER FUND LP | MULTI-STRATEGY | $13.4M | $1.0M | 13 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PLATT, HARRY, THOMAS | Individual | – | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | 07/2003 | 50-75% |
| MCCUTCHEON, KEVIN, PATRICK | Individual | – | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | 01/2022 | 50-75% |