GREAT OAKS CAPITAL MANAGEMENT, LLC
CRD #128357 SEC #801-62392 NEW YORK, NY 212-821-1800
SEC Registered Private Funds
Total AUM
$202M
Discretionary
$202M
Employees
1
Clients
--
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $202M | $202M | $0 | 1 | 11 |
| Mar 2011 | $312.4M | $312.4M | $0 | 5 | -- |
| Mar 2010 | $290.8M | $290.8M | $0 | 5 | -- |
| Mar 2008 | $433.7M | $433.7M | $0 | 5 | -- |
| Oct 2007 | $543.3M | $543.3M | $0 | 5 | -- |
| Mar 2007 | $543.3M | $543.3M | $0 | 5 | -- |
| Aug 2004 | $159M | $159M | $0 | 5 | -- |
| Jan 2004 | $75M | $75M | $0 | 5 | -- |
DateMar 2012
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees1
Clients11
DateMar 2011
Total AUM$312.4M
Discretionary$312.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$290.8M
Discretionary$290.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$433.7M
Discretionary$433.7M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$543.3M
Discretionary$543.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$543.3M
Discretionary$543.3M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$159M
Discretionary$159M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--