Great Oak Capital Partners, LLC
Great Oak Capital Partners, LLC is an SEC-registered mass-market adviser in South Easton, MA with $477.9M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Great Oak Capital Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281045, SEC 801-116681, data through 2026-04-09.
- AUM (assets under management / regulatory AUM)
- $477.9M (2026-04-09)
- Firm type
- Mass-Market Adviser
- Location
- South Easton, MA
- Employees
- 7
- Clients
- 591
- CRD
- 281045
- Ownership
- NOONAN, JOHN, RUSSELL; SYLVIA JR, WILLIAM, R
How much AUM does Great Oak Capital Partners, LLC have?
Great Oak Capital Partners, LLC reported $477.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-09).
Who owns Great Oak Capital Partners, LLC?
Disclosed owners and executives of Great Oak Capital Partners, LLC include NOONAN, JOHN, RUSSELL, SYLVIA JR, WILLIAM, R. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.