Newoak Asset Management LLC
Newoak Asset Management LLC is an SEC-registered ria in New York, NY with $57.1M assets under management (AUM, regulatory AUM), +91% over one year. See who owns Newoak Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172956, SEC 801-80361, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $57.1M (2026-03-31)
- Firm type
- Ria
- Location
- New York, NY
- Employees
- 6
- Clients
- 3
- CRD
- 172956
- Ownership
- D'VARI, RON; NEWOAK CAPITAL LLC; FRISCHLING, JAMES, LAURENCE; NEWOAK CAPITAL HOLDINGS L.P.; NEWOAK GENERAL PARTNERS LLC
How much AUM does Newoak Asset Management LLC have?
Newoak Asset Management LLC reported $57.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Newoak Asset Management LLC?
Disclosed owners and executives of Newoak Asset Management LLC include D'VARI, RON, NEWOAK CAPITAL LLC, FRISCHLING, JAMES, LAURENCE, NEWOAK CAPITAL HOLDINGS L.P., NEWOAK GENERAL PARTNERS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.