West Oak Capital is an investment advisor in Eagle with $450.27 mm assets under management.
Company profile
Website
Employees
Location
Former names
Live Oak Capital, LLC
SEC CIK
IRS number
562398650
SEC advisor number
801-62367
FINRA CRD number
128473
AUM ?
$439.87 mm
(as of 6 Feb 24)
Accounts
328
(as of 6 Feb 24)
Employees
8
(4 investment advisory or research)
Address
West Oak Capital
2801 TOWNSGATE ROAD, SUITE 112
WESTLAKE VILLAGE
CA 91361
2801 TOWNSGATE ROAD, SUITE 112
WESTLAKE VILLAGE
CA 91361
Phone
(805) 230-8282
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
18 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
5 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
5 Jan 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
11 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22