ONE OAK CAPITAL MANAGEMENT, LLC

Overview

One Oak Capital Management, LLC operates as a hedge-fund–oriented investment adviser that combines discretionary portfolio management for private clients with management and sponsorship of pooled investment vehicles. The firm provides portfolio management for individuals and small businesses, pooled investment vehicles, and institutions, and it also performs selection-of-other-advisers duties. Its fee model pairs a traditional percentage-of-AUM charge with performance-based fees, reflecting a manager that blends delegated, fee-for-service asset management with incentive-aligned hedge fund structures. Investment activity shows a clear tilt toward fixed income at the portfolio-management level, with state and local bonds representing the largest single SMA exposure. The firm also runs and advises private funds (chiefly hedge funds), which supports an allocation approach that mixes liquid long-only strategies with less liquid, performance-oriented pooled vehicles. One Oak is not an active ESG investor according to its filings.

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Location & Offices