LP Profile

Live Oak Investment Partners

Also known as live oak

Wealth ManagerAustin, United StatesFounded 2019
Austin
Headquarters
Investment Focus

About Live Oak Investment Partners

Live Oak Investment Partners is a wealth manager based in Austin, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Live Oak Investment Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$235.5M
Total Clients
822
Filing Date
June 23, 2025
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Live Oak Investment Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Live Oak Investment Partners?

Live Oak Investment Partners is a wealth manager based in Austin, United States.

Where is Live Oak Investment Partners headquartered?

Live Oak Investment Partners is headquartered in Austin, United States.

When was Live Oak Investment Partners founded?

Live Oak Investment Partners was founded in 2019.

How can I contact Live Oak Investment Partners?

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