BLACK OAK CAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WESTPORT, Connecticut
CRD number
286481
Registered since
January 31, 2017

Firm profile

FINTRX

Overview

Black Oak Capital Management, LLC is an SEC-registered limited liability company (registered in 2017) that operates as a commodity pool operator or commodity trading advisor and serves as sponsor/GP/managing member for pooled investment vehicles. The firm is owned by an individual and is classified in the source data as unclassified. It does not identify itself as a multi-state adviser or an active ESG investor, and it is not listed as a capital allocator.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • CHAD KOPP

    Managing MemberCRD 3053523

  • Thomas Jens

    Managing MemberCRD 6747951

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

WESTPORT, CT

FAIRFIELD

Location

WESTPORT, CT

Headquartered in WESTPORT, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
41 Little Fox Ln
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth