Single Family OfficeRIA · CRD 246788SEC-Registered

Updated:

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.

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. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

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).

What investment strategy or asset classes does Oak Root LLC pursue?

No investment strategy, asset-class focus, or sector preference has been publicly attributed to Oak Root LLC. The firm has not disclosed any portfolio companies, fund commitments, or direct deals. Without such disclosures, any characterization would be speculative.

Is Oak Root LLC affiliated with any known family wealth?

No affiliation with any specific family, individual, or corporate entity has been confirmed. The firm's name does not correspond to any publicly recognized wealthy family or business dynasty. Its limited liability structure suggests family office purposes, but the underlying wealth origin is undisclosed.

How large is Oak Root LLC's asset base?

Oak Root LLC has not publicly disclosed its AUM or any asset-band estimate. It is not listed with the SEC as a registered investment adviser, nor does it appear in commercial databases as a reportable institutional investor. AUM is unknown and likely below reporting thresholds (Altss estimate).

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

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