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Running Oak Capital LLC
RUNNING OAK CAPITAL LLC is an SEC-registered investment adviser in EDINA, MN, registered since 2017. The firm manages $875 million in assets, with $845...
Overview
RUNNING OAK CAPITAL LLC is an SEC-registered investment adviser in EDINA, MN, registered since 2017. The firm manages $875 million in assets, with $845 million on a discretionary basis. It has 2 employees and 2 investment advisers. RUNNING OAK CAPITAL LLC was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-08-12, it reported 3 employees; 1,035 advisory accounts; services including Portfolio management for individuals and small businesses, Portfolio management for investment companies; client categories including Charitable organizations, Corporations or other businesses, High net worth individuals, Investment companies; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Running Oak Capital?
No named principals have been publicly disclosed. The firm's leadership structure remains unknown (public record).
How does Running Oak Capital source proprietary deal flow?
There is no public information on how the firm sources deals. Its network and sourcing model are undisclosed (public record).
What investment stages does Running Oak Capital typically target?
No investment stage preferences have been publicly disclosed (public record).
Which sectors does Running Oak Capital explicitly avoid?
No sector exclusions have been publicly stated (public record).
Does Running Oak Capital participate in fund commitments or only direct deals?
No public information exists on whether the firm makes fund commitments, direct investments, or both (public record).
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