CASCADE OAK INVESTMENTS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LA JOLLA, California
CRD number
309524

Firm profile

FINTRX

Overview

Cascade Oak Investments, LLC operates as a limited liability company, primarily engaged in business activities as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). The firm focuses on managing pooled investment vehicles, indicating a specialization in collective investment strategies. While it does not actively pursue Environmental, Social, and Governance (ESG) investment strategies, it engages in various advisory activities related to its CPO or CTA classification. The firm is not classified as a capital allocator and does not serve as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • JACQUELINE GARZA

    PrincipalCRD 5927663

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LA JOLLA, CA

SAN DIEGO

Location

LA JOLLA, CA

Headquartered in LA JOLLA, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
1130 Wall St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth