No longer SEC-registered. Live Oak Family Offices LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,104 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$158.4M
Fund GAV
$12.4M
Private funds
1
Employees
2
Accounts
185
Location
St. Petersburg, FL
Live Oak Family Offices LLC assets under management
Live Oak Family Offices LLC operates as an SEC-registered investment adviser based in St. Petersburg, FL. It reports $158.4 million in regulatory assets under management and employs 2 people. Live Oak Family Offices LLC manages 1 private fund with combined gross assets of $12.4 million, including Live Oak Master Fund LP. By regulatory assets, it ranks 5,104 of 5,911 private fund managers.
Live Oak Family Offices LLC reports $158.4 million in regulatory assets under management on its Form ADV.
How many private funds does Live Oak Family Offices LLC manage?
Live Oak Family Offices LLC manages 1 private funds with combined gross assets of $12.4 million.
How many employees does Live Oak Family Offices LLC have?
Live Oak Family Offices LLC reports 2 employees.
Where is Live Oak Family Offices LLC located?
Live Oak Family Offices LLC is based in St. Petersburg, FL.
Does Live Oak Family Offices LLC disclose fund performance?
Live Oak Family Offices LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
Address
888 Executive Center Drive W., Suite 101, St. Petersburg, FL 33702