Oak Circle Capital Partners LLC (New York)

Oak Circle Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Oak Circle Capital Partners: assets under management

The assets under management (AUM) of Oak Circle Capital Partners LLC is $897 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 914% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $897 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $897 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Oak Circle Capital Partners LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 11 indirect owners.

Based in New York

The principal office where Oak Circle Capital Partners LLC performs its advisory services is located at 540 Madison Avenue, New York, NY 10022, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-257-5070 or by fax 212-257-5099. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at fiveoaksinvestment.com.

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