BLUE OAK CAPITAL LLC
CRD #108592 SEC #801-57237 MENLO PARK, CA 650-251-9595
SEC Registered
Total AUM
$285.4M
Discretionary
$285.4M
Employees
1
Clients
0
Accounts
405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $285.4M | $285.4M | $0 | 1 | 0 |
| Feb 2024 | $556.7M | $556.7M | $0 | 2 | 0 |
| Jan 2023 | $506.3M | $506.3M | $0 | 2 | 0 |
| Jun 2022 | $597M | $597M | $0 | 2 | 0 |
| Feb 2022 | $597M | $597M | $0 | 2 | 0 |
| Jun 2021 | $543.5M | $543.5M | $0 | 2 | 0 |
| Feb 2021 | $543.5M | $543.5M | $0 | 2 | 0 |
| Oct 2020 | $458.5M | $458.5M | $0 | 2 | 0 |
| Jun 2020 | $458.5M | $458.5M | $0 | 2 | 0 |
| Jun 2020 | $458.5M | $458.5M | $0 | 2 | 0 |
| Mar 2020 | $458.5M | $458.5M | $0 | 2 | 0 |
| Mar 2019 | $427M | $427M | $0 | 3 | 0 |
| Mar 2018 | $433M | $433M | $0 | 3 | 0 |
| Feb 2017 | $396.8M | $396.8M | $0 | 3 | 100 |
| Nov 2016 | $378M | $378M | $0 | 3 | 100 |
| Feb 2016 | $378M | $378M | $0 | 3 | 100 |
| Oct 2015 | $319M | $319M | $0 | 3 | 100 |
| Oct 2015 | $319M | $319M | $0 | 3 | 100 |
| Mar 2015 | $319M | $319M | $0 | 3 | 100 |
| Feb 2014 | $297.7M | $297.7M | $0 | 3 | 124 |
| Feb 2013 | $287.8M | $287.8M | $0 | 3 | 101 |
| Mar 2012 | $260.2M | $260.2M | $0 | 1 | 101 |
| Mar 2011 | $235.6M | $235.6M | $0 | 5 | -- |
| Apr 2010 | $185.5M | $185.5M | $0 | 5 | -- |
| Feb 2007 | $133.6M | $133.6M | $0 | 5 | -- |
| Mar 2006 | $96.5M | $96.5M | $0 | 5 | -- |
| Feb 2005 | $83.5M | $83.5M | $0 | 5 | -- |
| Apr 2004 | $70M | $70M | $0 | 5 | -- |
| Mar 2002 | $70M | $70M | $0 | 5 | -- |
DateFeb 2025
Total AUM$285.4M
Discretionary$285.4M
Non-Disc.$0
Employees1
Clients0
DateFeb 2024
Total AUM$556.7M
Discretionary$556.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$506.3M
Discretionary$506.3M
Non-Disc.$0
Employees2
Clients0
DateJun 2022
Total AUM$597M
Discretionary$597M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$597M
Discretionary$597M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$543.5M
Discretionary$543.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$543.5M
Discretionary$543.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2020
Total AUM$458.5M
Discretionary$458.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$458.5M
Discretionary$458.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$458.5M
Discretionary$458.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$458.5M
Discretionary$458.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$427M
Discretionary$427M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$433M
Discretionary$433M
Non-Disc.$0
Employees3
Clients0
DateFeb 2017
Total AUM$396.8M
Discretionary$396.8M
Non-Disc.$0
Employees3
Clients100
DateNov 2016
Total AUM$378M
Discretionary$378M
Non-Disc.$0
Employees3
Clients100
DateFeb 2016
Total AUM$378M
Discretionary$378M
Non-Disc.$0
Employees3
Clients100
DateOct 2015
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees3
Clients100
DateOct 2015
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees3
Clients100
DateMar 2015
Total AUM$319M
Discretionary$319M
Non-Disc.$0
Employees3
Clients100
DateFeb 2014
Total AUM$297.7M
Discretionary$297.7M
Non-Disc.$0
Employees3
Clients124
DateFeb 2013
Total AUM$287.8M
Discretionary$287.8M
Non-Disc.$0
Employees3
Clients101
DateMar 2012
Total AUM$260.2M
Discretionary$260.2M
Non-Disc.$0
Employees1
Clients101
DateMar 2011
Total AUM$235.6M
Discretionary$235.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$185.5M
Discretionary$185.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$96.5M
Discretionary$96.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$83.5M
Discretionary$83.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees5
Clients--