OAK BIOCAPITAL MANAGEMENT, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
3
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LOS ALTOS HILLS, California
CRD number
334577

Firm profile

FINTRX

Overview

Oak Biocapital Management, LLC is a limited liability company organized as an individually owned adviser that does not report conventional advisory client relationships or public-registrant attributes in the available snapshot. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not listed as a pension consultant or related adviser. Its public profile emphasizes sponsor and general-partner roles: Oak Biocapital serves as sponsor, GP, and managing member of pooled investment vehicles rather than operating like a typical retail RIA.

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

3 of 3
  • HONG-FEI ZHANG

    Managing PartnerCRD 6112234

  • Monica Zhou

    PartnerCRD 8044240

  • Biao He

    Managing PartnerCRD 8044237

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LOS ALTOS HILLS, CA

SANTA CLARA

Location

LOS ALTOS HILLS, CA

Headquartered in LOS ALTOS HILLS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
11800 Page Mill Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth