One Oak Capital Management, LLC

One Oak Capital Management, LLC (CRD# 170339) is a financial advisory firm headquartered in Purchase, NY. They manage $283,111,904 in 372 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
287 Bowman Ave., Purchase, NY 10577
https://www.oneoakcapitalmgmt.com/
By the Numbers
  • Total Assets Under Management
    283
    MILLION
  • Total Number of Accounts
    372
    ACCOUNTS
  • Average Account Value
    $761,054
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at One Oak Capital Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James Crabb, financial advisor Purchase NY
James N. Crabb
CRD#: 2175143
287 Bowman Ave., Purchase, NY 10577

James Crabb (CRD# 2175143) is an Investment Advisor Representative working at One Oak Capital Management, LLC in Purchase, NY and has over 31 years of experience in the finance industry.

2
Michael Derosa, financial advisor Purchase NY
Michael Derosa
CRD#: 2013453
287 Bowman Ave., Purchase, NY 10577

Michael Derosa (CRD# 2013453) is an Investment Advisor Representative working at One Oak Capital Management, LLC in Purchase, NY and has over 34 years of experience in the finance industry.

3
Gary Reetz, financial advisor Bronxville NY
Gary J. Reetz
CRD#: 1397317
Bronxville, NY

Gary Reetz (CRD# 1397317) is an Investment Advisor Representative working at One Oak Capital Management, LLC in Bronxville, NY and has over 38 years of experience in the finance industry.

4
Laraine Villapiano, financial advisor Purchase NY
Laraine F. Villapiano
CRD#: 854208
287 Bowman Ave., Purchase, NY 10577

Laraine Villapiano (CRD# 854208) is an Investment Advisor Representative working at One Oak Capital Management, LLC in Purchase, NY and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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