Red Oak Partners, LLC
Red Oak Partners, LLC is an SEC-registered asset manager with $82.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Red Oak Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172149, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $82.8M (2026-03-06)
- Firm type
- Asset Manager
- Employees
- 5
- Clients
- 4
- CRD
- 172149
- Ownership
- SANDBERG, DAVID; PERTIERRA, ADRIAN, JUSTIN
How much AUM does Red Oak Partners, LLC have?
Red Oak Partners, LLC reported $82.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Red Oak Partners, LLC?
Disclosed owners and executives of Red Oak Partners, LLC include SANDBERG, DAVID, PERTIERRA, ADRIAN, JUSTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.