SOUTHERN OAK CAPITAL, LLC
CRD #309933 SEC #801-123321 HOOVER, AL (504) 250-9902
SEC Registered Private Funds
Total AUM
$52.5M
Discretionary
$52.5M
Employees
3
Clients
0
Accounts
5
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2023 | $52.5M | $52.5M | $0 | 3 | 0 |
| Jul 2023 | $52.5M | $52.5M | $0 | 3 | 0 |
| May 2023 | $52.5M | $52.5M | $0 | 3 | 0 |
| Mar 2023 | $52.5M | $52.5M | $0 | 3 | 0 |
| Dec 2022 | $158.5M | $158.5M | $0 | 3 | 21 |
| Jul 2022 | $158.5M | $158.5M | $0 | 3 | 21 |
| Jun 2022 | $158.5M | $158.5M | $0 | 3 | 21 |
| Jun 2022 | $158.5M | $158.5M | $0 | 3 | 21 |
| May 2022 | $158.5M | $158.5M | $0 | 3 | 21 |
| Apr 2022 | $158.5M | $158.5M | $0 | 3 | 21 |
| Apr 2022 | $158.5M | $158.5M | $0 | 4 | 21 |
| Apr 2022 | $158.5M | $158.5M | $0 | 3 | 21 |
| Feb 2022 | $158.5M | $158.5M | $0 | 3 | 21 |
| Jan 2022 | $158.5M | $158.5M | $0 | 4 | 21 |
DateJul 2023
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees3
Clients0
DateJul 2023
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$52.5M
Discretionary$52.5M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients21
DateJul 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients21
DateJun 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients21
DateJun 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients21
DateMay 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients21
DateApr 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients21
DateApr 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees4
Clients21
DateApr 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients21
DateFeb 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees3
Clients21
DateJan 2022
Total AUM$158.5M
Discretionary$158.5M
Non-Disc.$0
Employees4
Clients21