Firm profile: One Capital Management — investment focus, AUM, decision-makers and all regulatory filings
3 private funds reported on Form ADV Schedule D 7.B.1, $172.7M in combined gross assets.
ONE OAK CAPITAL MANAGEMENT, LLC is a registered investment adviser headquartered in PURCHASE, NY, managing approximately $418.5M in assets across 384 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.