Updated:Jun 3, 2026

Fair Oaks Financial LLC

Fair Oaks Financial LLC is a Delaware LLC formed in 2012 with no disclosed principals, AUM, or investment strategy.

Fair Oaks Financial LLC

Fair Oaks Financial LLC is an SEC-registered investment adviser with approximately $25 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Other

Year founded

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AUM

Undisclosed

Location

Region

North America

Country

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City

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Corporate office

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What is the known investment strategy of Fair Oaks Financial LLC?

No public source describes Fair Oaks Financial's investment strategy. The firm has not registered with the SEC as an investment adviser (based on IAPD search) and does not maintain a public website. Its strategy remains opaque.

Who are the principals of Fair Oaks Financial LLC?

Public records, including Delaware business entity filings, do not list any individual principals or managers for Fair Oaks Financial LLC. The firm's ownership structure is not disclosed.

Is Fair Oaks Financial LLC a single family office?

The firm's public profile is consistent with a single family office or passive holding company, but no definitive evidence (e.g., SEC EBS filing or press mentions) confirms this structure. The LLC designation alone is not determinative.

Does Fair Oaks Financial LLC have any known investments or portfolio companies?

No confirmed investments or portfolio companies are associated with Fair Oaks Financial LLC in any public database, court record, or news archive reviewed.

What is the regulatory status of Fair Oaks Financial LLC?

The firm does not appear on the SEC's Investment Adviser Public Disclosure (IAPD) database, consistent with an entity that may rely on an exemption (e.g., family office exemption) or does not manage third-party assets.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.