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OAK ASSET MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$413,780,114
Discretionary
$413,780,114
Non-discretionary
$0

Firm details

CRD number
287856
SEC file number
801-110296
Main office
WESTLAKE VILLAGE, CA, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM

As of October 2026.