OAK ASSET MANAGEMENT, LLC
CRD #287856 SEC #801-110296 WESTLAKE VILLAGE, CA (805) 778-0818
SEC Registered
Total AUM
$383.2M
Discretionary
$383.2M
Employees
4
Clients
--
Accounts
741
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $383.2M | $383.2M | $0 | 4 | 0 |
| Feb 2024 | $348.8M | $348.8M | $0 | 4 | 0 |
| Mar 2023 | $312.2M | $312.2M | $0 | 4 | 0 |
| Mar 2023 | $312.2M | $312.2M | $0 | 4 | 0 |
| Mar 2023 | $312.2M | $312.2M | $0 | 4 | 0 |
| Feb 2022 | $353M | $353M | $0 | 4 | 0 |
| Jul 2021 | $300.2M | $300.2M | $0 | 4 | 0 |
| Feb 2021 | $300.2M | $300.2M | $0 | 4 | 0 |
| Feb 2021 | $300.2M | $300.2M | $0 | 4 | 0 |
| Jun 2020 | $265.8M | $265.8M | $0 | 4 | 0 |
| May 2020 | $265.8M | $265.8M | $0 | 4 | 0 |
| Mar 2020 | $265.8M | $265.8M | $0 | 4 | 0 |
| May 2019 | $211.8M | $211.8M | $0 | 4 | 0 |
| Mar 2019 | $211.8M | $211.8M | $0 | 4 | 0 |
| Mar 2018 | $199.6M | $199.6M | $0 | 4 | 0 |
| Oct 2017 | $185.9M | $185.9M | $0 | 5 | 0 |
| May 2017 | $175.2M | $175.2M | $0 | 5 | 0 |
| Apr 2017 | $0 | $0 | $0 | 5 | 0 |
| Mar 2017 | $0 | $0 | $0 | 5 | 0 |
DateFeb 2025
Total AUM$383.2M
Discretionary$383.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2024
Total AUM$348.8M
Discretionary$348.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$312.2M
Discretionary$312.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2022
Total AUM$353M
Discretionary$353M
Non-Disc.$0
Employees4
Clients0
DateJul 2021
Total AUM$300.2M
Discretionary$300.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$300.2M
Discretionary$300.2M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$300.2M
Discretionary$300.2M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$265.8M
Discretionary$265.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$265.8M
Discretionary$265.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$265.8M
Discretionary$265.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$211.8M
Discretionary$211.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$211.8M
Discretionary$211.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$185.9M
Discretionary$185.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$175.2M
Discretionary$175.2M
Non-Disc.$0
Employees5
Clients0
DateApr 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0