OAKNEST CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- LA MIRADA, California
- CRD number
- 327251
Firm profile
FINTRXOverview
Oaknest Capital Management, LLC operates as a limited liability company and is primarily focused on investment management activities. While specific details about their investment preferences and manager allocation interests are not disclosed, the firm does engage in advising clients on various investment strategies. The firm does not classify itself as a capital allocator and does not actively pursue ESG (Environmental, Social, and Governance) investments.
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 1CHRISTOPHER HARO
Managing Partner and Chief Compliance OfficerCRD 7767643
Contacts
1 of 1DARCY PARSONS
Managing PartnerCRD 7767644
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LA MIRADA, CA
LOS ANGELES
Location
LA MIRADA, CA
Headquartered in LA MIRADA, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- LOS ANGELES
- Address
- 14730 Beach Blvd
- Time zone
- PT (UTC-8)
- Office locations
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