LIVE OAK FAMILY OFFICES LLC
CRD #141570 SEC #801-123444 ST. PETERSBURG, FL 727-576-1245
SEC Registered Private Funds
Total AUM
$158.4M
Discretionary
$158.4M
Employees
2
Clients
--
Accounts
185
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $158.4M | $158.4M | $0 | 2 | 0 |
| Mar 2024 | $147.5M | $147.5M | $0 | 2 | 0 |
| Mar 2023 | $141.3M | $141.3M | $0 | 2 | 0 |
| Feb 2022 | $248.2M | $184.5M | $63.8M | 2 | 0 |
| Jan 2011 | $70.6M | $33.9M | $36.7M | 5 | -- |
DateFeb 2025
Total AUM$158.4M
Discretionary$158.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$147.5M
Discretionary$147.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$141.3M
Discretionary$141.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$248.2M
Discretionary$184.5M
Non-Disc.$63.8M
Employees2
Clients0
DateJan 2011
Total AUM$70.6M
Discretionary$33.9M
Non-Disc.$36.7M
Employees5
Clients--