Oak Harbor Capital, LLC
Oak Harbor Capital, LLC is an SEC-registered asset manager in Las Vegas, NV with $442.1M assets under management (AUM, regulatory AUM), -13% over one year. See who owns Oak Harbor Capital, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 169089, SEC 801-80354, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $442.1M (2026-03-27)
- Firm type
- Asset Manager
- Location
- Las Vegas, NV
- Employees
- 20
- Clients
- 18
- CRD
- 169089
- Ownership
- WEINSTEIN, WILLIAM, S.; JOHNSON, BRUCE; YU, TONY, YEW-MING; JOHNSON, BRUCE, BENNION; FITZPATRICK, PETER, JOSEPH
How much AUM does Oak Harbor Capital, LLC have?
Oak Harbor Capital, LLC reported $442.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Oak Harbor Capital, LLC?
Disclosed owners and executives of Oak Harbor Capital, LLC include WEINSTEIN, WILLIAM, S., JOHNSON, BRUCE, YU, TONY, YEW-MING, JOHNSON, BRUCE, BENNION, FITZPATRICK, PETER, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.