OAK ROOT LLC
SEC Form ADV profile.
Total regulatory AUM
$920,000,000
Discretionary
$909,000,000
Non-discretionary
$11,000,000
Firm details
- CRD number
- 246788
- SEC file number
- 801-100400
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.oakrootllc.com/
- Fee structure
-
Percentage of AUM Other
As of October 2026.