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Great Oak Capital Partners, LLC

● SEC registered since 2019CRD 281045SEC# 801-116681South Easton, MA
Export (members)
Reg. AUM
$390.3M
Employees
6
Accounts
1,760
Location
South Easton, MA

Great Oak Capital Partners, LLC assets under management

Great Oak Capital Partners, LLC is an investment advisory firm registered with the SEC based in South Easton, MA. The firm has been registered since 2019. It reports $390.3 million in regulatory assets under management and employs 6 people.
www.facebook.com/greatoakcp/?rf=977171312366828View on SEC.gov ↗

Great Oak Capital Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Russell Noonan ControlPrincipal And Chief Compliance Officer50-75%2015
William R Sylvia Jr ControlPrincipal50-75%2015

Frequently asked questions

How much does Great Oak Capital Partners, LLC manage?

Great Oak Capital Partners, LLC reports $390.3 million in regulatory assets under management on its Form ADV.

How many employees does Great Oak Capital Partners, LLC have?

Great Oak Capital Partners, LLC reports 6 employees.

Where is Great Oak Capital Partners, LLC located?

Great Oak Capital Partners, LLC is based in South Easton, MA and has been SEC-registered since 2019.

Does Great Oak Capital Partners, LLC disclose fund performance?

Great Oak Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address105r Depot Street, Suite 5, South Easton, MA 02375
Phone(508) 230-7100
Fax(508) 230-7108
Office hoursBy Appointment
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$380.5M
Non-discretionary$9.8M
Total (RAUM)$390.3M