One Oak Capital Management, LLC
One Oak Capital Management, LLC is an SEC-registered wealth manager in Purchase, NY with $418.5M assets under management (AUM, regulatory AUM), -6% over one year. See who owns One Oak Capital Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 170339, SEC 801-114497, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $418.5M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Purchase, NY
- Employees
- 14
- Clients
- 384
- CRD
- 170339
- Ownership
- CRABB, JAMES, NEIL; DITURSI, STEPHEN, V; SHAFFER, JOHN; PERRETTI, VICTOR; COSTANTINI, JOANNE
How much AUM does One Oak Capital Management, LLC have?
One Oak Capital Management, LLC reported $418.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns One Oak Capital Management, LLC?
Disclosed owners and executives of One Oak Capital Management, LLC include CRABB, JAMES, NEIL, DITURSI, STEPHEN, V, SHAFFER, JOHN, PERRETTI, VICTOR, COSTANTINI, JOANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.