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Oak Root LLC
OAK ROOT LLC is an SEC-registered investment adviser since 2015. The firm manages $920 million in assets, $909 million on a discretionary basis.
Overview
OAK ROOT LLC is an SEC-registered investment adviser since 2015. The firm manages $920 million in assets, $909 million on a discretionary basis. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Frequently asked questions
What is Oak Root LLC's legal structure and likely function?
Oak Root LLC is registered as a limited liability company (LLC) in the United States. LLCs are commonly used by single-family offices to hold assets, manage investments, and provide liability protection for principals. Without public filings or disclosures, its exact function—whether as an active investment vehicle or passive holding company—cannot be confirmed (public record).
Does Oak Root LLC have any publicly known principals or executives?
No named principals, officers, or investment professionals have been identified in public records, media reports, or corporate filings. The firm's principals remain undisclosed, which is not uncommon for private family offices that choose to operate without public visibility (public record).
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