PPrivate Fund Data Log in Join · $37/mo

Live Oak Management Group, LLC

● SEC registered since 2026CRD 287840SEC# 801-136189Bluffton, SC
Export (members)
Reg. AUM
$126M
Employees
4
Accounts
177
Location
Bluffton, SC

Live Oak Management Group, LLC assets under management

Live Oak Management Group, LLC is an SEC-registered investment adviser based in Bluffton, SC. The firm has been registered since 2026. It reports $126 million in regulatory assets under management and employs 4 people.
www.tidalcreekinvestments.comView on SEC.gov ↗

Live Oak Management Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jonathan Hunter Boyd ControlManaging Member/CioOver 75%2017
Kristin Marie Winslow ControlChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Live Oak Management Group, LLC manage?

Live Oak Management Group, LLC reports $126 million in regulatory assets under management on its Form ADV.

How many employees does Live Oak Management Group, LLC have?

Live Oak Management Group, LLC reports 4 employees.

Where is Live Oak Management Group, LLC located?

Live Oak Management Group, LLC is based in Bluffton, SC and has been SEC-registered since 2026.

Does Live Oak Management Group, LLC disclose fund performance?

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

Contact & registration

Address18 Palmetto Way, Suite B, Bluffton, SC 29910
Phone843-540-1149
Office hoursBy Appointment Only
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$125.2M
Non-discretionary$755K
Total (RAUM)$126M