RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
MARCH
Registration Date
--
Latest Filing
Jun 23, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DALVI, DILDA, DEEPAKICHIEF COMPLIANCE OFFICERNA
HOSTICK, MICHAEL, RICHARDIFOUNDER / CCOE Control
HOSTICK, MICHAEL, RICHARDIFOUNDER / CCOE Control
HOSTICK, MICHAEL, RICHARDIMANAGING MEMBER / CCOE Control
HOSTICK, MICHAEL, RICHARDIMANAGING MEMBER / CCOE Control
HOSTICK, MICHAEL, RICHARDIFOUNDER / CCOE Control
HOSTICK, MICHAEL, RICHARDIFOUNDER / CCOE Control
HOSTICK, MICHAEL, RICHARDIFOUNDER / CCOE Control
HOSTICK, MICHAEL, RICHARDIFOUNDER / CCOE Control
HOSTICK, MICHAEL, RICHARDIFOUNDER, PORTFOLIO MANAGERE Control
HOSTICK, MICHAEL, RICHARDIFOUNDER / CCOE Control
HOSTICK, MICHAEL, RICHARDIFOUNDER / CCOE Control
HOSTICK, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERE Control
HOSTICK, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERE Control
HOSTICK, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERE Control
HOSTICK, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERE Control
HOSTICK, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERE Control
HOSTICK, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERE Control
HOSTICK, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERE Control
HOSTICK, MICHAEL, RICHARDICHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Jun 23, 2025 REGISTERED

Notice Filings (5)

CA CO FL GA TX

Address

3103 BEE CAVE ROAD
SUITE 104
AUSTIN, TX 78746-5523
United States
Phone: 512-532-4700