Oak Circle Capital Partners LLC
Oak Circle Capital Partners LLC (CRD# 164639) is a financial advisory firm headquartered in New York, NY. They manage $175,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Oak Circle Capital Partners LLC
By the Numbers
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Total Assets Under Management175MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$175,000,000
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY
Financial Advisors at Oak Circle Capital Partners LLC
No Advisor Found.
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