OAK MANAGEMENT CORPORATION

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
8
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WILTON, Connecticut
CRD number
162441
Registered since
March 30, 2012

Firm profile

FINTRX

Overview

Oak Management Corporation is a corporation that has been SEC-registered since 2012. The firm is structured as a domestic entity with an individual owner component and is classified in the source data as unclassified. Oak does not present itself as a capital allocator and is not identified as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser. Filings indicate the firm functions in sponsor and managerial roles for pooled vehicles: it appears as an investment adviser and sponsor and serves as a general partner and managing member for pooled investment structures.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • GRACE AMES

    General Partner & Chief Operating OfficerCRD 1961253

Contacts

3 of 7
  • ANDREW ADAMS

    Co-Founder & Managing Partner HealthcareCRD 2928993

  • EDWARD GLASSMEYER

    Managing PartnerCRD 6037359

  • DAVID WALROD

    MemberCRD 6047357

Unlock 4 more contacts

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

WILTON, CT

FAIRFIELD

Location

WILTON, CT

Headquartered in WILTON, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
195 Danbury Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth