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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCUTCHEON, KEVIN, PATRICK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | E | Control |
| PLATT, HARRY, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PLATT, HARRY, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| MCCUTCHEON, KEVIN, PATRICK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| MCCUTCHEON, KEVIN, PATRICK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| MCCUTCHEON, KEVIN, PATRICK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| MCCUTCHEON, KEVIN, PATRICK | I | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | D | Control |
| PLATT, HARRY, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PLATT, HARRY, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PLATT, HARRY, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
| PLATT, HARRY, THOMAS | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Feb 3, 2025 REGISTERED
Notice Filings (1)
FL
Address
888 EXECUTIVE CENTER DRIVE W.SUITE 101
ST. PETERSBURG, FL 33702
United States
Phone: 727-576-1245