LIVE OAK INVESTMENT PARTNERS, LLC
Doing business as LIVE OAK INVESTMENT PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$266,414,241
Discretionary
$242,269,756
Non-discretionary
$24,144,485
Firm details
- CRD number
- 304406
- SEC file number
- 801-116882
- Main office
- AUSTIN, TX, United States
- Employees
- 4
- SEC status
- Approved
- Website
- http://www.investliveoak.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.