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Thomas Joseph Robertson

Managing Member And Chief Compliance OfficerOak Asset Management, LLCCRD 2787862

About Thomas Joseph Robertson

Thomas Joseph Robertson is listed as Managing Member And Chief Compliance Officer at Oak Asset Management, LLC in Westlake Village, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Oak Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Thomas Joseph Robertson work?

Thomas Joseph Robertson is listed as Managing Member And Chief Compliance Officer at Oak Asset Management, LLC on SEC Form ADV.

How much of Oak Asset Management, LLC does Thomas Joseph Robertson own?

Form ADV reports a beneficial ownership band of 25-50%.

Oak Asset Management, LLC

TitleManaging Member And Chief Compliance Officer
Ownership25-50%
Control personYes
Since2017
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