| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Charles Root Control | Managing Member | Over 75% | 2015 |
| Timothy Rasta Sykes Control | Chief Compliance Officer | Under 5% | 2025 |
Oak Root LLC reports $813 million in regulatory assets under management on its Form ADV.
Oak Root LLC reports 2 employees.
Oak Root LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 805-395-9767 |
| Fax | 000-000-0000 |
| Office hours | 9:00 a.m. - 6:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $802M |
| Non-discretionary | $11M |
| Total (RAUM) | $813M |