Updated:
Valley Oak Investment Strategies
VALLEY OAK INVESTMENT STRATEGIES LLC is an SEC-registered investment adviser in KALAMAZOO, MI. The firm manages $43 million in assets, $19 million on a...
Valley Oak Investment Strategies
VALLEY OAK INVESTMENT STRATEGIES LLC is an SEC-registered investment adviser in KALAMAZOO, MI. The firm manages $43 million in assets, $19 million on a discretionary basis. It has 7 employees and 3 investment advisers.
General information
Firm type
Single Family Office
Location
Region
North America
Country
United States
Corporate office
United States
Principals
not publicly disclosed
not publicly disclosed
Frequently asked questions
What is Valley Oak Investment Strategies?
Valley Oak Investment Strategies is a single family office based in United States.
Where is Valley Oak Investment Strategies headquartered?
Valley Oak Investment Strategies is headquartered in United States, in the North America region.
What does Altss track for Valley Oak Investment Strategies?
Altss maintains an OSINT-verified profile of Valley Oak Investment Strategies 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), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What type of firm is Valley Oak Investment Strategies?
Valley Oak Investment Strategies is classified by Altss as a Single Family Office, operating from United States within the North America region.
How does Altss source intelligence on Valley Oak Investment Strategies?
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 Valley Oak Investment Strategies's Altss profile last updated?
Valley Oak Investment Strategies's profile on Altss was last refreshed on July 6, 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: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: