GREAT OAK CAPITAL PARTNERS, LLC
CRD #281045 SEC #801-116681 SOUTH EASTON, MA (508) 230-7100
SEC Registered
Total AUM
$390.3M
Discretionary
$380.5M
Employees
7
Clients
11
Accounts
1,760
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $390.3M | $380.5M | $9.8M | 7 | 0 |
| Jun 2025 | $390.3M | $380.5M | $9.8M | 6 | 0 |
| Jan 2025 | $390.3M | $380.5M | $9.8M | 6 | 0 |
| Oct 2024 | $320.5M | $308.1M | $12.5M | 5 | 0 |
| Aug 2024 | $320.5M | $308.1M | $12.5M | 5 | 0 |
| Apr 2024 | $320.5M | $308.1M | $12.5M | 5 | 0 |
| Jan 2024 | $320.5M | $308.1M | $12.5M | 5 | 0 |
| Nov 2023 | $268M | $257M | $11M | 4 | 0 |
| Feb 2023 | $268M | $257M | $11M | 4 | 0 |
| Aug 2022 | $267M | $255M | $12M | 4 | 0 |
| Aug 2022 | $267M | $255M | $12M | 4 | 0 |
| Feb 2022 | $267M | $255M | $12M | 4 | 0 |
| Dec 2021 | $182M | $173M | $9M | 4 | 0 |
| Sep 2021 | $182M | $173M | $9M | 4 | 0 |
| Mar 2021 | $182M | $173M | $9M | 4 | 0 |
| Feb 2021 | $182M | $173M | $9M | 4 | 0 |
| Jan 2021 | $182M | $173M | $9M | 4 | 0 |
| Dec 2020 | $136M | $129M | $7M | 4 | 0 |
| Oct 2020 | $136M | $129M | $7M | 4 | 0 |
| Sep 2020 | $136M | $129M | $7M | 4 | 0 |
| May 2020 | $136M | $129M | $7M | 4 | 0 |
| May 2020 | $136M | $129M | $7M | 4 | 0 |
| Feb 2020 | $136M | $129M | $7M | 4 | 0 |
| Dec 2019 | $109.5M | $103M | $6.5M | 3 | 0 |
| Nov 2019 | $109.5M | $103M | $6.5M | 3 | 0 |
| Sep 2019 | $109.5M | $103M | $6.5M | 3 | 0 |
| Aug 2019 | $109.5M | $103M | $6.5M | 3 | 0 |
| Jul 2019 | $109.5M | $103M | $6.5M | 3 | 0 |
| Apr 2019 | $109.5M | $103M | $6.5M | 3 | 0 |
DateOct 2025
Total AUM$390.3M
Discretionary$380.5M
Non-Disc.$9.8M
Employees7
Clients0
DateJun 2025
Total AUM$390.3M
Discretionary$380.5M
Non-Disc.$9.8M
Employees6
Clients0
DateJan 2025
Total AUM$390.3M
Discretionary$380.5M
Non-Disc.$9.8M
Employees6
Clients0
DateOct 2024
Total AUM$320.5M
Discretionary$308.1M
Non-Disc.$12.5M
Employees5
Clients0
DateAug 2024
Total AUM$320.5M
Discretionary$308.1M
Non-Disc.$12.5M
Employees5
Clients0
DateApr 2024
Total AUM$320.5M
Discretionary$308.1M
Non-Disc.$12.5M
Employees5
Clients0
DateJan 2024
Total AUM$320.5M
Discretionary$308.1M
Non-Disc.$12.5M
Employees5
Clients0
DateNov 2023
Total AUM$268M
Discretionary$257M
Non-Disc.$11M
Employees4
Clients0
DateFeb 2023
Total AUM$268M
Discretionary$257M
Non-Disc.$11M
Employees4
Clients0
DateAug 2022
Total AUM$267M
Discretionary$255M
Non-Disc.$12M
Employees4
Clients0
DateAug 2022
Total AUM$267M
Discretionary$255M
Non-Disc.$12M
Employees4
Clients0
DateFeb 2022
Total AUM$267M
Discretionary$255M
Non-Disc.$12M
Employees4
Clients0
DateDec 2021
Total AUM$182M
Discretionary$173M
Non-Disc.$9M
Employees4
Clients0
DateSep 2021
Total AUM$182M
Discretionary$173M
Non-Disc.$9M
Employees4
Clients0
DateMar 2021
Total AUM$182M
Discretionary$173M
Non-Disc.$9M
Employees4
Clients0
DateFeb 2021
Total AUM$182M
Discretionary$173M
Non-Disc.$9M
Employees4
Clients0
DateJan 2021
Total AUM$182M
Discretionary$173M
Non-Disc.$9M
Employees4
Clients0
DateDec 2020
Total AUM$136M
Discretionary$129M
Non-Disc.$7M
Employees4
Clients0
DateOct 2020
Total AUM$136M
Discretionary$129M
Non-Disc.$7M
Employees4
Clients0
DateSep 2020
Total AUM$136M
Discretionary$129M
Non-Disc.$7M
Employees4
Clients0
DateMay 2020
Total AUM$136M
Discretionary$129M
Non-Disc.$7M
Employees4
Clients0
DateMay 2020
Total AUM$136M
Discretionary$129M
Non-Disc.$7M
Employees4
Clients0
DateFeb 2020
Total AUM$136M
Discretionary$129M
Non-Disc.$7M
Employees4
Clients0
DateDec 2019
Total AUM$109.5M
Discretionary$103M
Non-Disc.$6.5M
Employees3
Clients0
DateNov 2019
Total AUM$109.5M
Discretionary$103M
Non-Disc.$6.5M
Employees3
Clients0
DateSep 2019
Total AUM$109.5M
Discretionary$103M
Non-Disc.$6.5M
Employees3
Clients0
DateAug 2019
Total AUM$109.5M
Discretionary$103M
Non-Disc.$6.5M
Employees3
Clients0
DateJul 2019
Total AUM$109.5M
Discretionary$103M
Non-Disc.$6.5M
Employees3
Clients0
DateApr 2019
Total AUM$109.5M
Discretionary$103M
Non-Disc.$6.5M
Employees3
Clients0