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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 19, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| NOE, JACK, TRAVIS | I | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| PLATEAU ADVISORS, LLC | DE | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER | C | Control |
| ROBERTSON, THOMAS, JOSEPH | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | C | Control |
| ROBINSON, JANET, MARIE | I | MANAGING PARTNER | C | Control |
| WATSON, DAVID, BRIAN | I | MANGING MEMBER | C | Control |
| WATSON, DAVID, BRIAN | I | MANGING MEMBER | C | Control |
| WATSON, DAVID, BRIAN | I | MANGING MEMBER | C | Control |
| WATSON, DAVID, BRIAN | I | MANGING MEMBER | C | Control |
| WATSON, DAVID, BRIAN | I | MANGING MEMBER | C | Control |
| WATSON, DAVID, BRIAN | I | MANGING MEMBER | C | Control |
| WATSON, DAVID, BRIAN | I | MANGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | E | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | E | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | C | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | C | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | C | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | C | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | C | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | C | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | C | Control |
| WATSON, DAVID, BRIAN | I | PLATEAU ADVISORS, LLC | C | Control |
Registrations
Federal
IA
Feb 19, 2025 REGISTERED
Notice Filings (8)
AZ CA ID NH NV TX UT WA
Address
2535 TOWNSGATE ROADSUITE 300
WESTLAKE VILLAGE, CA 91361
United States
Phone: (805) 778-0818