SEC Form ADV

OAK ROOT LLC

Registered Investment Adviser
$920.0M
Assets Under Management
103
Total Clients
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Registration Details

Accession
CRD-246788
Filing Date
February 25, 2026
AUM
$920.0M
Total Clients
103
Amendment
No

About this Adviser

OAK ROOT LLC is a registered investment adviser, managing approximately $920.0M in assets across 103 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.