SEC Form ADV

OAK ROOT LLC

Firm profile: Oak Root — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment Adviser
$920.0M
Assets Under Management
2
Employees
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Registration Details

Accession
crd-246788
Filing Date
August 19, 2026
AUM
$920.0M
Institutional Clients
1
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

OAK ROOT LLC is a registered investment adviser, managing approximately $920.0M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.