LIVE OAK INVESTMENT PARTNERS, LLC
Legal name: LIVE OAK INVESTMENT PARTNERS
CRD #304406 SEC #801-116882 AUSTIN, TX 512-532-4700
SEC Registered
Total AUM
$235.5M
Discretionary
$213.9M
Employees
4
Clients
101
Accounts
822
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $235.5M | $213.9M | $21.7M | 4 | 0 |
| Jun 2024 | $220.3M | $200.4M | $19.9M | 3 | 0 |
| Nov 2023 | $185.3M | $167.8M | $17.5M | 3 | 0 |
| Jul 2023 | $185.3M | $167.8M | $17.5M | 3 | 0 |
| Jun 2023 | $185.3M | $167.8M | $17.5M | 3 | 0 |
| Nov 2022 | $188.4M | $172M | $16.4M | 3 | 0 |
| May 2022 | $188.4M | $172M | $16.4M | 3 | 0 |
| Nov 2021 | $192.4M | $166.1M | $26.3M | 3 | 0 |
| Sep 2021 | $192.4M | $166.1M | $26.3M | 4 | 0 |
| Aug 2021 | $192.4M | $166.1M | $26.3M | 3 | 0 |
| Jun 2021 | $192.4M | $166.1M | $26.3M | 3 | 0 |
| Jun 2021 | $192.4M | $166.1M | $26.3M | 3 | 0 |
| Oct 2020 | $146.9M | $123.4M | $23.6M | 3 | 0 |
| Jun 2020 | $124.6M | $105.7M | $18.9M | 2 | 0 |
| Jan 2020 | $149M | $149M | $0 | 2 | 0 |
| Jan 2020 | $149M | $149M | $0 | 2 | 0 |
| Oct 2019 | $145.7M | $145.7M | $0 | 2 | 0 |
| Jun 2019 | $0 | $0 | $0 | 2 | 0 |
| May 2019 | $0 | $0 | $0 | 2 | 0 |
DateJun 2025
Total AUM$235.5M
Discretionary$213.9M
Non-Disc.$21.7M
Employees4
Clients0
DateJun 2024
Total AUM$220.3M
Discretionary$200.4M
Non-Disc.$19.9M
Employees3
Clients0
DateNov 2023
Total AUM$185.3M
Discretionary$167.8M
Non-Disc.$17.5M
Employees3
Clients0
DateJul 2023
Total AUM$185.3M
Discretionary$167.8M
Non-Disc.$17.5M
Employees3
Clients0
DateJun 2023
Total AUM$185.3M
Discretionary$167.8M
Non-Disc.$17.5M
Employees3
Clients0
DateNov 2022
Total AUM$188.4M
Discretionary$172M
Non-Disc.$16.4M
Employees3
Clients0
DateMay 2022
Total AUM$188.4M
Discretionary$172M
Non-Disc.$16.4M
Employees3
Clients0
DateNov 2021
Total AUM$192.4M
Discretionary$166.1M
Non-Disc.$26.3M
Employees3
Clients0
DateSep 2021
Total AUM$192.4M
Discretionary$166.1M
Non-Disc.$26.3M
Employees4
Clients0
DateAug 2021
Total AUM$192.4M
Discretionary$166.1M
Non-Disc.$26.3M
Employees3
Clients0
DateJun 2021
Total AUM$192.4M
Discretionary$166.1M
Non-Disc.$26.3M
Employees3
Clients0
DateJun 2021
Total AUM$192.4M
Discretionary$166.1M
Non-Disc.$26.3M
Employees3
Clients0
DateOct 2020
Total AUM$146.9M
Discretionary$123.4M
Non-Disc.$23.6M
Employees3
Clients0
DateJun 2020
Total AUM$124.6M
Discretionary$105.7M
Non-Disc.$18.9M
Employees2
Clients0
DateJan 2020
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees2
Clients0
DateJan 2020
Total AUM$149M
Discretionary$149M
Non-Disc.$0
Employees2
Clients0
DateOct 2019
Total AUM$145.7M
Discretionary$145.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0