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).
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Total Assets Under Management283MILLION
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Total Number of Accounts372ACCOUNTS
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Average Account Value$761,054
- A percentage of assets under your management
- Performance-based fees
- 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)
NJ, NY
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.
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.
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.
Laraine Villapiano (CRD# 854208) is an Investment Advisor Representative working at One Oak Capital Management, LLC in Purchase, NY and has over 3 years of experience in the finance industry.