Blue Oak Capital LLC
Legal Name: BLUE OAK CAPITAL LLC
Full Contact Details
Blue Oak Capital LLC
3000 SAND HILL ROAD, 1/205, MENLO PARK, CA
650-251-9595
650-251-9596
Other Info
BLUE OAK CAPITAL LLC is a California-based Limited Liability Company with three employees, all of whom hold advisory roles. The firm's SEC status is currently approved, with a registration date of February 25, 2000. Although the number of clients is unknown, Blue Oak Capital LLC remains a reputable entity in the financial services industry.
Blue Oak Capital, LLC :: Registered Investment Advisor
Blue Oak Capital in Menlo Park provides individuals and families in the Bay Area with financial planning, money management, and wealth management services.
Direct Owners
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CATHAL ASHLEY BLAKE
MEMBER owns less than 5%
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MATTHEW BRICE KENASTON
MEMBER, CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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THOMAS ALAN BAKER
MEMBER owns more than 25% but less than 50%