| Name | Title | Ownership | Since |
|---|---|---|---|
| Jack Travis Noe Control | Managing Member | 25-50% | 2017 |
| Janet Marie Robinson Control | Managing Partner | 25-50% | 2017 |
| Plateau Advisors, LLC Control | Managing Member | 25-50% | 2020 |
Oak Asset Management, LLC reports $383.2 million in regulatory assets under management on its Form ADV.
Oak Asset Management, LLC reports 4 employees.
Oak Asset Management, LLC is based in Westlake Village, CA and has been SEC-registered since 2017.
Oak Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2535 Townsgate Road, Suite 300, Westlake Village, CA 91361 |
| Phone | (805) 778-0818 |
| Fax | (805) 778-0876 |
| Office hours | M-T: 8A-4P; F: 8A-2P |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1726375 |
| Discloses disciplinary history | No |
| Discretionary | $383.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $383.2M |