CASCADE OAK INVESTMENTS, LLC
Firm details
- Headquarters
- LA JOLLA, California
- CRD number
- 309524
- Website
- www.cascadeoak.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1JACQUELINE GARZA
PrincipalCRD 5927663
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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