FIRST OAK CAPITAL MANAGEMENT LLC
CRD #155986 SEC #801-72249 SAN FRANCISCO, CA (415) 544-7800
SEC Registered Private Funds
Total AUM
$208.3M
Discretionary
$208.3M
Employees
7
Clients
--
Accounts
3
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2014 | $104M | $104M | $0 | 6 | 1 |
| Dec 2013 | $104M | $104M | $0 | 6 | 1 |
| Sep 2013 | $104M | $104M | $0 | 6 | 1 |
| Jul 2013 | $122M | $122M | $0 | 6 | 1 |
| Apr 2013 | $176M | $176M | $0 | 7 | 1 |
| Mar 2013 | $208.3M | $208.3M | $0 | 7 | 1 |
| Mar 2012 | $169M | $169M | $0 | 6 | 1 |
| Sep 2011 | $100M | $100M | $0 | 10 | -- |
| Jun 2011 | $76.6M | $76.6M | $0 | 10 | -- |
| May 2011 | $76.4M | $76.4M | $0 | 10 | -- |
| Apr 2011 | $73.6M | $73.6M | $0 | 10 | -- |
| Apr 2011 | $73.6M | $73.6M | $0 | 10 | -- |
| Apr 2011 | $73.6M | $73.6M | $0 | 10 | -- |
DateJan 2014
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients1
DateDec 2013
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients1
DateSep 2013
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients1
DateJul 2013
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees6
Clients1
DateApr 2013
Total AUM$176M
Discretionary$176M
Non-Disc.$0
Employees7
Clients1
DateMar 2013
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees7
Clients1
DateMar 2012
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees6
Clients1
DateSep 2011
Total AUM$100M
Discretionary$100M
Non-Disc.$0
Employees10
Clients--
DateJun 2011
Total AUM$76.6M
Discretionary$76.6M
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$76.4M
Discretionary$76.4M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$73.6M
Discretionary$73.6M
Non-Disc.$0
Employees10
Clients--