Investment adviser · CRD 122849
PINOAK ADVISORS, L.L.C
Investment adviser filing (IA)
PINOAK ADVISORS, L.L.C.
· Form ADV filed May 30, 2012
- Regulatory AUM
- $39M Form ADV · Item 5.F
- Client accounts
- 30 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe 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: May 30, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
CRD 122849
Filing source
Form ADV 649450 · May 30, 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.