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One Oak Holdings LLC

● SEC registered since 2026CRD 334282SEC# 801-135919
Export (members)
Reg. AUM
$110.4M
Employees
7
Accounts
18
Location

One Oak Holdings LLC assets under management

One Oak Holdings LLC operates as an SEC-registered investment adviser. The firm has been registered since 2026. It reports $110.4 million in regulatory assets under management and employs 7 people.

One Oak Holdings LLC owners & executives

3 reported
NameTitleOwnershipSince
Amir Khalil Memon ControlManaging PartnerOver 75%2026
Khalid Hasan Usmani ControlPartner And Chief Compliance Officer10-25%2024
Saqib RashidPartnerUnder 5%2024

Frequently asked questions

How much does One Oak Holdings LLC manage?

One Oak Holdings LLC reports $110.4 million in regulatory assets under management on its Form ADV.

How many employees does One Oak Holdings LLC have?

One Oak Holdings LLC reports 7 employees.

Does One Oak Holdings LLC disclose fund performance?

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

Contact & registration

Phone(302) 754-1625
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110.4M
Non-discretionary$0
Total (RAUM)$110.4M