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Building 2BLUE OAK CAPITAL LLC

Map pinMENLO PARK, CA
Phone650-251-9595
NotebookSEC #801-57237
Total AUM
$285.4M
Employees
1
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 SAND HILL ROAD, 1/205
MENLO PARK
CA 94025
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
650-251-9595

ReceiptFinancials

Total AUM
$285.4M
Accounts
405
Discretionary
$285.4M
Accounts
405
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
94
AUM
$285.4M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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