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Valley Oak Manager LLC
Valley Oak Manager LLC is a single-family office operating as an SEC-exempt reporting adviser, with no publicly disclosed team, strategy, or portfolio.
Valley Oak Manager LLC
Valley Oak Manager LLC was established as an investment vehicle structured under Delaware law, registered with the SEC as an exempt reporting adviser (filing as limited in 2023). The firm lists no named principals or advisory personnel in public disclosures, and its location and founding year are not documented in accessible sources. The firm's investment mandate is not publicly defined. Based on the structure of similar exempt reporting advisers, Valley Oak likely focuses on direct private investments, but no asset-class mix, stage preferences, or geographic footprint has been identified. No portfolio companies, co-investors, or fund commitments have been reported in the public record. Valley Oak maintains no known offices beyond its registered agent address in Wilmington, Delaware. No professionals, affiliated vehicles, or philanthropic entities are publicly linked to the firm. The most recent public filing—an SEC Form ADV filed in 2023—confirms its registration status but discloses no operational activity.
General information
Firm type
Single Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Valley Oak Manager LLC?
No named executives or investment professionals are publicly associated with Valley Oak Manager LLC. The firm's SEC filings list no individuals in key roles. The family principal or a privately retained manager likely oversees allocations, but their identity is not a matter of public record.
What investment strategies does Valley Oak Manager LLC pursue?
Valley Oak's investment strategy is not disclosed in any public filing, website, or press coverage. The firm's structure as an exempt reporting adviser suggests it may engage in direct private placements or manage concentrated family assets, but no specific asset classes, sectors, or deal stages have been confirmed.
Is Valley Oak Manager LLC a single-family office or a multi-family office?
Valley Oak Manager LLC is classified as a single-family office based on its SEC registration as an exempt reporting adviser serving a single family. The firm does not appear to solicit outside capital or manage funds for external investors.
What is known about the origin of the family wealth managed by Valley Oak?
The wealth origin for Valley Oak's underlying family has not been disclosed in any public source. The family name, industry history, and the source of capital are not a matter of public record.
Does Valley Oak Manager LLC maintain a public website or investor materials?
No public website, LinkedIn profile, or marketing materials have been identified for Valley Oak Manager LLC. The firm's only known public presence is its SEC Form ADV filing, which offers minimal operational details.
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.
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