OAK ADVISORS, LLC
SEC file number 801-64842
· BLUFFTON, SC
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$209.5M
Discretionary AUM
$209.3M
Employees
7
Clients
—
Firm
- Address
- 3 CLARK SUMMIT DRIVE
BLUFFTON, SC 29910 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- Oakbridge Capital Partners Fund I LLC High name-match confidence · CIK 2143840 · NY
- Oakcliff Capital Partners, LP High name-match confidence · CIK 1657335 · NY
- Oakcliff Offshore Partners LP High name-match confidence · CIK 2008226 · E9
- Oak Companies, Inc. High name-match confidence · CIK 2147706 · NC
- Oak Creek at N Siwell LLC High name-match confidence · CIK 2118347 · MS
- Oak Creek Capital, LLC/OK High name-match confidence · CIK 2096409 · AZ
- Oak Creek Holdings LLC High name-match confidence · CIK 2122072 · OH
- Oakcrest Apartments LLC High name-match confidence · CIK 2153158 · TX
- OAKDALE CAPITAL GP FUND, LP High name-match confidence · CIK 2079103 · IL
- Oakdale Equity Fund LP High name-match confidence · CIK 2160305 · TX
- Oakdale Real Estate Fund LP High name-match confidence · CIK 2160301 · TX
- Oakdale Venture Fund LP High name-match confidence · CIK 2160279 · TX
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Oakdale Venture Fund LP · D · Oct 19, 2026
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Oakdale Real Estate Fund LP · D · Oct 19, 2026
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Oakdale Equity Fund LP · D · Oct 19, 2026
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Oakcrest Apartments LLC · D · Sep 3, 2026$1.6M
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Oakbridge Capital Partners Fund I LLC · D · Jul 8, 2026$200M
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Oak Creek Holdings LLC · D · Mar 20, 2026$1.2M
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Oak Creek at N Siwell LLC · D · Mar 10, 2026$1.5M
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Oakcliff Capital Partners, LP · D/A · Dec 5, 2025
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Oak Creek Capital, LLC/OK · D · Nov 12, 2025$2.5M
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OAKDALE CAPITAL GP FUND, LP · D · Aug 13, 2025$10M
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Oakcliff Offshore Partners LP · D/A · Feb 7, 2025