HARVEST OAK CAPITAL, LLC
CRD #150073 SEC #801-70099 ATLANTA, GA 404-671-3586
SEC Registered Disclosures
Total AUM
$37.1M
Discretionary
$37.1M
Employees
1
Clients
--
Accounts
44
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2012 | $37.1M | $37.1M | $0 | 1 | 26 |
| Apr 2011 | $40M | $40M | $0 | 5 | -- |
| Mar 2011 | $40M | $40M | $0 | 5 | -- |
| Dec 2010 | $42M | $35M | $7M | 5 | -- |
| Apr 2009 | $0 | $0 | $0 | 5 | -- |
DateFeb 2012
Total AUM$37.1M
Discretionary$37.1M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$42M
Discretionary$35M
Non-Disc.$7M
Employees5
Clients--
DateApr 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--