RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2013
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERD Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERD Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERD Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERD Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERD Control
KAHN, JONATHAN, SIMANAGING DIRECTOR & DIRECTOR OF TRADINGC Control
KAHN, JONATHAN, SIMANAGING DIRECTOR & DIRECTOR OF TRADINGC Control
KAHN, JONATHAN, SIMANAGING DIRECTOR & DIRECTOR OF TRADINGC Control
KAHN, JONATHAN, SIMANAGING DIRECTOR & DIRECTOR OF TRADINGC Control
KAHN, JONATHAN, SIMANAGING DIRECTOR & DIRECTOR OF TRADINGC Control
KAHN, JONATHAN, SIMANAGING DIRECTOR & DIRECTOR OF TRADINGC Control
KAHN, JONATHAN, SIMANAGING DIRECTOR & DIRECTOR OF TRADINGC Control
KAHN, JONATHAN, SIMANAGING DIRECTOR & DIRECTOR OF TRADINGC Control
KAHN, JONATHAN, SIMANAGING DIRECTORC Control
KAHN, JONATHAN, SIMANAGING DIRECTORC Control
KAHN, JONATHAN, SIMANAGING DIRECTORC Control
KAHN, JONATHAN, SIMANAGING DIRECTORC Control
KAHN, JONATHAN, SIMANAGING DIRECTORC Control
KAHN, JONATHAN, SIMANAGING DIRECTORC Control
KAHN, JONATHAN, SIMANAGING DIRECTORC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
SHAH, ASHISH, YOGESHISR. MANAGING DIRECTOR & PORTFOLIO MANAGERC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & DIRECTOR OF RESEARCHC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & DIRECTOR OF RESEARCHC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & DIRECTOR OF RESEARCHC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & DIRECTOR OF RESEARCHC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & DIRECTOR OF RESEARCHC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & DIRECTOR OF RESEARCHC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & DIRECTOR OF RESEARCHC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & DIRECTOR OF RESEARCHC Control
WYSS, JOSHUA, EDWARDIMANAGING DIRECTOR & CHIEF INVESTMENT OFFICERC Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR, CFO & CCOA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR, CFO & CCOA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
DEVINSKY, SCOTT, DENNISIMANAGING DIRECTOR & CHIEF FINANCIAL OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control
KIAIE, KATHLYNE, KNOBLOCHIMANAGING DIRECTOR & CHIEF COMPLIANCE OFFICERA Control

Registrations

Federal

IA
Mar 26, 2013 REGISTERED

Notice Filings (1)

CA

Address

600 MONTGOMERY STREET
11TH FLOOR
SAN FRANCISCO, CA 94111
United States
Phone: (415) 544-7800