OAK ASSET MANAGEMENT, LLC
CRD #139790 SEC #801-71486 OAK BROOK, IL 630-928-5200
SEC Registered
Total AUM
$209M
Discretionary
$206.4M
Employees
1
Clients
1
Accounts
136
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2020 | $209M | $206.4M | $2.6M | 1 | 0 |
| Jun 2020 | $209M | $206.4M | $2.6M | 1 | 0 |
| Apr 2020 | $209M | $206.4M | $2.6M | 1 | 0 |
| Feb 2019 | $176.2M | $173.2M | $3M | 1 | 0 |
| Feb 2018 | $184.9M | $179.3M | $5.6M | 3 | 0 |
| Mar 2017 | $148.3M | $148.3M | $0 | 3 | 300 |
| Oct 2016 | $137.9M | $137.9M | $0 | 3 | 300 |
| Oct 2016 | $146M | $137.9M | $8.1M | 3 | 300 |
| May 2016 | $146M | $146M | $0 | 3 | 300 |
| Mar 2016 | $151M | $151M | $0 | 3 | 300 |
| Mar 2015 | $142M | $142M | $0 | 3 | 300 |
| Mar 2014 | $127M | $127M | $0 | 3 | 300 |
| Feb 2014 | $127M | $127M | $0 | 3 | 300 |
| Mar 2013 | $102M | $102M | $0 | 3 | 250 |
| Mar 2012 | $92M | $92M | $0 | 1 | 250 |
| May 2010 | $75M | $75M | $0 | 5 | -- |
DateNov 2020
Total AUM$209M
Discretionary$206.4M
Non-Disc.$2.6M
Employees1
Clients0
DateJun 2020
Total AUM$209M
Discretionary$206.4M
Non-Disc.$2.6M
Employees1
Clients0
DateApr 2020
Total AUM$209M
Discretionary$206.4M
Non-Disc.$2.6M
Employees1
Clients0
DateFeb 2019
Total AUM$176.2M
Discretionary$173.2M
Non-Disc.$3M
Employees1
Clients0
DateFeb 2018
Total AUM$184.9M
Discretionary$179.3M
Non-Disc.$5.6M
Employees3
Clients0
DateMar 2017
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees3
Clients300
DateOct 2016
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees3
Clients300
DateOct 2016
Total AUM$146M
Discretionary$137.9M
Non-Disc.$8.1M
Employees3
Clients300
DateMay 2016
Total AUM$146M
Discretionary$146M
Non-Disc.$0
Employees3
Clients300
DateMar 2016
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees3
Clients300
DateMar 2015
Total AUM$142M
Discretionary$142M
Non-Disc.$0
Employees3
Clients300
DateMar 2014
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees3
Clients300
DateFeb 2014
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees3
Clients300
DateMar 2013
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees3
Clients250
DateMar 2012
Total AUM$92M
Discretionary$92M
Non-Disc.$0
Employees1
Clients250
DateMay 2010
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees5
Clients--