VALLEY OAK MANAGER LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
WINTERS, California
CRD number
284890

Firm profile

FINTRX

Overview

Valley Oak Manager LLC is organized as a limited liability company under individual ownership and functions primarily as a manager and sponsor of pooled investment vehicles. The firm identifies as an unclassified adviser and does not present itself as a capital allocator. It is not registered as a multi-state adviser, is not an active ESG investor, and is not listed as a pension consultant or related adviser. Regulatory registration year is not provided. The firm’s activities include acting as sponsor, general partner, and managing member for private funds, indicating its operational focus is on fund formation and management rather than traditional retail or institutional advisory relationships.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • NICHOLAS HRDY

    MemberCRD 5356030

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

WINTERS, CA

YOLO

Location

WINTERS, CA

Headquartered in WINTERS, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
YOLO
Address
21440 County Road 87
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth