LP Profile

Oak Root

Also known as oak root

Wealth ManagerSanta Barbara, United StatesFounded 2015
Santa Barbara
Headquarters
Investment Focus

About Oak Root

Oak Root is a wealth manager based in Santa Barbara, US. Founded in 2015.

Preferred Investment Types

Early StageEarly Stage: SeedEarly Stage: Start-upExpansion / Late StageVenture (General)
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Oak Root from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$920.0M
Total Clients
103
Filing Date
February 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Oak Root 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 Oak Root?

Oak Root is a wealth manager based in Santa Barbara, United States.

Where is Oak Root headquartered?

Oak Root is headquartered in Santa Barbara, United States.

When was Oak Root founded?

Oak Root was founded in 2015.

What does Oak Root invest in?

Oak Root focuses on Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General).

How can I contact Oak Root?

Verified contact details, key decision-makers, and investment preferences for Oak Root are available on LPbacked. Create a free account to access them.