OAK GROVE MANAGEMENT LLC

Overview

Oak Grove Management LLC is a small, individual-owned RIA focused on portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and can also assess performance-based fees, signaling an active portfolio-management approach rather than purely advisory or subscription-based pricing. Filings classify the adviser as unclassified and indicate it does not position itself as an ESG investor, pension consultant, or multi-state adviser. Investment activity centers on discretionary management for a concentrated client base. The firm’s filings show a large portion of assets categorized as "Other," which implies a meaningful allocation to holdings outside standard listed equities and fixed income—either bespoke securities, private positions, or pooled structures that don’t fit conventional categories. The adviser reports using mutual funds for core exposures and indicates allocations through third‑party alternative managers (no specific managers are named in the filing).

Assets & Accounts

Investments & Alternatives

Location & Offices