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Building 2OAK VALUE CAPITAL MANAGEMENT, INC

Map pinCHAPEL HILL, NC
Phone919.419.1900
NotebookSEC #801-38739
Total AUM
$195.2M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 RALEIGH ROAD
SUITE 220
CHAPEL HILL
NC 27517
United States
Operating Hours
8:30 A.M.-5:00 P.M.
Monday - Friday
Phone
919.419.1900

ReceiptFinancials

Total AUM
$195.2M
Accounts
89
Discretionary
$195.2M
Accounts
89
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTGAILLANCNHNYOHTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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