Founded in 2009, Oak Capital Management, LLC is a Los Angeles-based investment management firm registered with the U.S. Securities and Exchange Commission (SEC). The firm's investment philosophy is centered on long-term, concentrated investments in a select number of publicly-traded emerging growth companies. They employ a proprietary, "deep-dive" fundamental research process to identify companies with significant growth potential, strong management, and durable competitive advantages. Oak Capital provides tailored portfolio management services to a clientele that includes high-net-worth individuals, families, trusts, and institutions.

Founded in

United States