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Newoak Asset Management LLC

● SEC registered since 2014CRD 172956SEC# 801-80361New York, NY
Export (members)
Reg. AUM
$29.8M
Employees
6
Accounts
4
Location
New York, NY

Newoak Asset Management LLC assets under management

Newoak Asset Management LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2014. It reports $29.8 million in regulatory assets under management and employs 6 people.

Newoak Asset Management LLC owners & executives

6 reported
NameTitleOwnershipSince
Newoak Capital LLC ControlSole Member Of Applicant, Managing MemberOver 75%2009
Ron D'Vari ControlChief Executive Officer, Chief Compliance OfficerUnder 5%2009
Newoak Capital Holdings L.P. ControlSole Shareholder, Managing MemberOver 75%2009
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Frequently asked questions

How much does Newoak Asset Management LLC manage?

Newoak Asset Management LLC reports $29.8 million in regulatory assets under management on its Form ADV.

How many employees does Newoak Asset Management LLC have?

Newoak Asset Management LLC reports 6 employees.

Where is Newoak Asset Management LLC located?

Newoak Asset Management LLC is based in New York, NY and has been SEC-registered since 2014.

Does Newoak Asset Management LLC disclose fund performance?

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

Contact & registration

Address3 Columbus Circle, 15th Fl., New York, NY 10019-8760
Phone212 209 0850
Fax212 209 0704
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$29.8M
Non-discretionary$0
Total (RAUM)$29.8M