| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Warren Dodds Control | Co-Founder And Managing Member | 50-75% | 2020 |
| Christopher Vincent Dodds Control | Chief Compliance Officer, Co-Founder And Managing Member | 50-75% | 2020 |
Crown Oak Advisors, LLC reports $219.6 million in regulatory assets under management on its Form ADV.
Crown Oak Advisors, LLC reports 2 employees.
Crown Oak Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 510-244-4685 |
| Office hours | 7 a.m. - 5 p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $219.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $219.6M |