# Wisdom Oak Fund Management

Wisdom Oak Fund Management is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://wisdomoak.org
- **LinkedIn:** https://www.linkedin.com/company/sidmehtafa

## Regulatory record

- **CRD number:** 309446
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309446

## About

WISDOM OAK FUND MANAGEMENT LLC is a state-registered investment adviser. The firm manages approximately $88,466 in assets. It has 1 employee and 1 investment adviser.

## Questions

### What was the Wisdom Oak Winery Fund?

The Wisdom Oak Winery Fund was a thematic mutual fund that invested in publicly traded wine, spirits, and luxury beverage companies globally. It operated as a series of the Wisdom Oak mutual fund trust. The fund was ultimately liquidated after a period of sub-scale asset gathering relative to the costs of maintaining a standalone registered fund complex.

### Does Wisdom Oak invest in private markets or direct deals?

No. Wisdom Oak's historic strategy was exclusively in publicly traded equities through registered mutual fund vehicles. There is no public record of direct private investments, co-investments, or private fund commitments.

### Where does the name 'Wisdom Oak' come from?

The name is derived from Wisdom Oak Winery, a vineyard and winery located in North Garden, Virginia, near Charlottesville. Patrick S. Malone's connection to the Virginia wine industry informed the thematic focus of the firm's original mutual fund products.

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- [Pinpoint Asset Management](https://altss.com/profile/pinpoint-asset-management-limited)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/wisdom-oak-fund-management-llc

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