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Running Oak Capital LLC

● SEC registered since 2017CRD 286656SEC# 801-110116Edina, MN
Export (members)
Reg. AUM
$822.8M
Employees
2
Accounts
1,039
Location
Edina, MN

Running Oak Capital LLC assets under management

Running Oak Capital LLC is an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2017. It reports $822.8 million in regulatory assets under management and employs 2 people.
www.runningoak.comView on SEC.gov ↗

Running Oak Capital LLC owners & executives

2 reported
NameTitleOwnershipSince
Jeffrey David BrodersChief Compliance OfficerUnder 5%2021
Seth Lawrence Cogswell ControlManaging MemberOver 75%2012

Frequently asked questions

How much does Running Oak Capital LLC manage?

Running Oak Capital LLC reports $822.8 million in regulatory assets under management on its Form ADV.

How many employees does Running Oak Capital LLC have?

Running Oak Capital LLC reports 2 employees.

Where is Running Oak Capital LLC located?

Running Oak Capital LLC is based in Edina, MN and has been SEC-registered since 2017.

Does Running Oak Capital LLC disclose fund performance?

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

Contact & registration

Address4519 W 56th St, Edina, MN 55424
Phone919-656-3712
Office hours9:00a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1724799
Discloses disciplinary historyNo

Assets under management

Discretionary$800.4M
Non-discretionary$22.3M
Total (RAUM)$822.8M