SEC Form ADV

LIVE OAK INVESTMENT PARTNERS

Registered Investment AdviserTX
$266.4M
Assets Under Management
4
Employees
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Registration Details

Accession
crd-304406
Location
AUSTIN, TX
Filing Date
June 12, 2026
AUM
$266.4M
Institutional Clients
10
Employees
4
Amendment
No

Client Types

IndividualsHNW IndividualsInvestment CompaniesOther Advisers

About this Adviser

LIVE OAK INVESTMENT PARTNERS is a registered investment adviser headquartered in AUSTIN, TX, managing approximately $266.4M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.