OAK HARBOR CAPITAL, LLC
CRD #169089 SEC #801-80354 LAS VEGAS, NV 855-330-9520
SEC Registered Private Funds Disclosures
Total AUM
$507.8M
Discretionary
$507.8M
Employees
26
Clients
0
Accounts
18
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $507.8M | $507.8M | $0 | 26 | 0 |
| Mar 2025 | $507.8M | $507.8M | $0 | 26 | 0 |
| Mar 2024 | $553.5M | $553.5M | $0 | 25 | 0 |
| Mar 2023 | $561.8M | $561.8M | $0 | 27 | 0 |
| May 2022 | $669.6M | $669.6M | $0 | 27 | 0 |
| Mar 2022 | $669.6M | $669.6M | $0 | 27 | 0 |
| Nov 2021 | $567.1M | $567.1M | $0 | 49 | 0 |
| Apr 2021 | $567.1M | $567.1M | $0 | 49 | 0 |
| Mar 2021 | $567.1M | $567.1M | $0 | 49 | 0 |
| Mar 2020 | $606.5M | $606.5M | $0 | 57 | 0 |
| Mar 2019 | $445.1M | $445.1M | $0 | 69 | 0 |
| Mar 2018 | $407.8M | $407.8M | $0 | 61 | 0 |
| Mar 2017 | $289M | $289M | $0 | 58 | 26 |
| Jul 2016 | $404.6M | $404.6M | $0 | 56 | 26 |
| Mar 2016 | $412M | $412M | $0 | 56 | 26 |
| Mar 2015 | $486.2M | $486.2M | $0 | 62 | 26 |
| Sep 2014 | $305M | $305M | $0 | 54 | 26 |
DateJun 2025
Total AUM$507.8M
Discretionary$507.8M
Non-Disc.$0
Employees26
Clients0
DateMar 2025
Total AUM$507.8M
Discretionary$507.8M
Non-Disc.$0
Employees26
Clients0
DateMar 2024
Total AUM$553.5M
Discretionary$553.5M
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$561.8M
Discretionary$561.8M
Non-Disc.$0
Employees27
Clients0
DateMay 2022
Total AUM$669.6M
Discretionary$669.6M
Non-Disc.$0
Employees27
Clients0
DateMar 2022
Total AUM$669.6M
Discretionary$669.6M
Non-Disc.$0
Employees27
Clients0
DateNov 2021
Total AUM$567.1M
Discretionary$567.1M
Non-Disc.$0
Employees49
Clients0
DateApr 2021
Total AUM$567.1M
Discretionary$567.1M
Non-Disc.$0
Employees49
Clients0
DateMar 2021
Total AUM$567.1M
Discretionary$567.1M
Non-Disc.$0
Employees49
Clients0
DateMar 2020
Total AUM$606.5M
Discretionary$606.5M
Non-Disc.$0
Employees57
Clients0
DateMar 2019
Total AUM$445.1M
Discretionary$445.1M
Non-Disc.$0
Employees69
Clients0
DateMar 2018
Total AUM$407.8M
Discretionary$407.8M
Non-Disc.$0
Employees61
Clients0
DateMar 2017
Total AUM$289M
Discretionary$289M
Non-Disc.$0
Employees58
Clients26
DateJul 2016
Total AUM$404.6M
Discretionary$404.6M
Non-Disc.$0
Employees56
Clients26
DateMar 2016
Total AUM$412M
Discretionary$412M
Non-Disc.$0
Employees56
Clients26
DateMar 2015
Total AUM$486.2M
Discretionary$486.2M
Non-Disc.$0
Employees62
Clients26
DateSep 2014
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees54
Clients26