VALLEY OAK MANAGER LLC
Firm details
- Headquarters
- WINTERS, California
- CRD number
- 284890
- Website
- valleyoakinvestments.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1NICHOLAS HRDY
MemberCRD 5356030
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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