# Cascade Oak Investments, LLC

Cascade Oak Investments, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 309524
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309524

## About

CASCADE OAK INVESTMENTS, LLC is a state-registered investment adviser with offices in La Jolla, CA. It is headquartered there. The firm advises clients.

## Questions

### Who runs investment decisions at Cascade Oak Investments?

No named investment principals have been identified for Cascade Oak Investments in any public record. The firm has no listed team members on its regulatory filings or in media coverage.

### Does Cascade Oak Investments participate in fund commitments or direct deals?

No investment activity — whether fund commitments, direct co-investments, or special purpose vehicles — has been reported for Cascade Oak Investments. The firm has no traceable deal history in any public or subscription database.

### Which sectors does Cascade Oak Investments focus on?

No sector focus has been publicly attributed to Cascade Oak Investments. The firm has not disclosed investment preferences in any asset class, stage, or industry vertical.

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- [ALLMERITS ASSET, LLC](https://altss.com/profile/allmerits-asset-llc)
- [Simplify Asset Management Inc.](https://altss.com/profile/simplify-asset-management-inc)

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Last updated: 2026-07-06T01:24:13.754Z

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