Updated:Aug 10, 2026

Oak Tree Securities

OAK TREE SECURITIES, INC. is an SEC-registered investment adviser in LIVERMORE, CA. The firm manages approximately $4 million in regulatory assets.

Oak Tree Securities

OAK TREE SECURITIES, INC. is an SEC-registered investment adviser in LIVERMORE, CA. The firm manages approximately $4 million in regulatory assets. It has 4 employees and 2 investment advisers.

Website

oaktreesecurities.net

General information

Firm type

other

Location

Region

North America

Country

United States

What is Oak Tree Securities?

Oak Tree Securities is a other based in United States.

Where is Oak Tree Securities headquartered?

Oak Tree Securities is headquartered in United States, in the North America region.

What does Altss track for Oak Tree Securities?

Altss maintains an OSINT-verified profile of Oak Tree Securities covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Oak Tree Securities's website?

Oak Tree Securities's public website is oaktreesecurities.net. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Oak Tree Securities?

Oak Tree Securities is classified by Altss as a other, operating from United States within the North America region.

How does Altss source intelligence on Oak Tree Securities?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Oak Tree Securities's Altss profile last updated?

Oak Tree Securities's profile on Altss was last refreshed on August 10, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Aug 10, 2026. Continuous refresh with full update cycles at least every 30 days.