NEWOAK ASSET MANAGEMENT LLC

Overview

Newoak Asset Management LLC is a small SEC-registered investment adviser focused on institutional clients and portfolio management for pooled investment vehicles. The firm has operated as a registered adviser since 2014 and serves as an active sponsor and managing member or general partner for the pooled vehicles it advises. Its business model centers on concentrated equity allocations and direct participation in private investment structures rather than broad retail wealth management. Investment preference tilts toward non-exchange-traded equity positions and active deployment into third-party alternative funds. Newoak does not position itself as an ESG specialist and is not organized as a multistate adviser. Its compensation combines percentage-of-assets and fixed-fee arrangements, consistent with models used by managers who run closed or semi-closed pooled vehicles on behalf of institutional investors.

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Location & Offices