Investment adviser · CRD 158867

OAK & REED CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

BROOKLYN, NY, United States · Form ADV filed Sep 21, 2012

Regulatory AUM
$11M
Form ADV · Item 5.F
Client accounts
25
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 21, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting

Compensation

Percentage of assets · Hourly · Fixed

Principal office

122 ASHLAND PLACE, SUITE 16J
BROOKLYN, NY, 11201, United States

CRD 158867

Filing source

Form ADV 671094 · Sep 21, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.