BLUE OAK CAPITAL LLC

Adviser information for BLUE OAK CAPITAL LLC last updated from Form ADV on February 29th, 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	California, 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	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	500	$556.7M
Non-Discretionary	0	$0
Total	500	$556.7M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	149	$556.7M
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	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	0

Services

Advisory Services	Portfolio management for individuals and/or small businesses
Compensation	% of AUM

Identifiers

SEC RIA File Number	801-57237
SEC ERA File Number	801-57237
SEC CIK Numbers	None
SEC CRD Numbers	108592
Legal Entity Identifier	None

Principal Office

3000 SAND HILL ROAD, 1/205
MENLO PARK
CA
United States

Monday - Friday, BY APPOINTMENT ONLY

Tel: 650-251-9595, Fax: 650-251-9596

Websites

www.blueoak.net

Chief Compliance Officer

MATTHEW B. KENASTON

MEMBER, CCO

3000 SAND HILL ROAD, 1/205

1/205

MENLO PARK

United States

Tel: 650-251-9595

Fax: 650-251-9596

M***@**********T

(Full email address available in API data)

Regulatory Contact

THOMAS A. BAKER

MEMBER

3000 SAND HILL ROAD