Live Oak Investment Partners
Live Oak Investment Partners is an SEC-registered mass-market adviser in Austin, TX with $266.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Live Oak Investment Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304406, SEC 801-116882, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $266.4M (2026-06-12)
- Firm type
- Mass-Market Adviser
- Location
- Austin, TX
- Employees
- 4
- Clients
- 320
- CRD
- 304406
- Ownership
- HOSTICK, MICHAEL, RICHARD; DALVI, DILDA, DEEPAK
How much AUM does Live Oak Investment Partners have?
Live Oak Investment Partners reported $266.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Live Oak Investment Partners?
Disclosed owners and executives of Live Oak Investment Partners include HOSTICK, MICHAEL, RICHARD, DALVI, DILDA, DEEPAK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.