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Live Oak Investment Partners, LLC

● SEC registered since 2019CRD 304406SEC# 801-116882Austin, TX
Export (members)
Reg. AUM
$235.5M
Employees
4
Accounts
822
Location
Austin, TX

Live Oak Investment Partners, LLC assets under management

Live Oak Investment Partners, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2019. It reports $235.5 million in regulatory assets under management and employs 4 people.
www.investliveoak.comView on SEC.gov ↗

Live Oak Investment Partners, LLC owners & executives

1 reported
NameTitleOwnershipSince
Michael Richard Hostick ControlChief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Live Oak Investment Partners, LLC manage?

Live Oak Investment Partners, LLC reports $235.5 million in regulatory assets under management on its Form ADV.

How many employees does Live Oak Investment Partners, LLC have?

Live Oak Investment Partners, LLC reports 4 employees.

Where is Live Oak Investment Partners, LLC located?

Live Oak Investment Partners, LLC is based in Austin, TX and has been SEC-registered since 2019.

Does Live Oak Investment Partners, LLC disclose fund performance?

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

Contact & registration

Address3103 Bee Cave Road, Suite 104, Austin, TX 78746-5523
Phone512-532-4700
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$213.9M
Non-discretionary$21.7M
Total (RAUM)$235.5M