Also known as oak root
Oak Root is a registered investment advisory firm in Santa Barbara, California, founded in 2015, with reported assets under management of about $920 million. It works with private clients and their families. The firm describes its approach as informed by academic research and a deep understanding of the markets, combined with a family-first mindset. To preserve the personal attention given to each client, it accepts new clients by referral only.
Public regulatory records matched to Oak Root from SEC and IRS filings.
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Oak Root is a wealth manager based in Santa Barbara, United States, managing approximately $920M in assets.
Oak Root is headquartered in Santa Barbara, United States.
Oak Root manages approximately $920M in assets under management.
Oak Root was founded in 2015.
Oak Root focuses on Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General).
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