OAK MANAGEMENT CORPORATION
Firm details
- Headquarters
- WILTON, Connecticut
- CRD number
- 162441
- Registered since
- March 30, 2012
- Website
- www.oakvc.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1GRACE AMES
General Partner & Chief Operating OfficerCRD 1961253
Contacts
3 of 7ANDREW ADAMS
Co-Founder & Managing Partner HealthcareCRD 2928993
EDWARD GLASSMEYER
Managing PartnerCRD 6037359
DAVID WALROD
MemberCRD 6047357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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