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Bay Oak Partners, LLC

CRD 344903SEC# 801-137735Burlingame, CA
Export (members)
No longer SEC-registered. Bay Oak Partners, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
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Employees
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Accounts
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Location
Burlingame, CA

Bay Oak Partners, LLC assets under management

Bay Oak Partners, LLC is a registered investment adviser overseen by the SEC based in Burlingame, CA.

Bay Oak Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Matthew Adams Krensky ControlFounder And Managing PartnerOver 75%2026
Patrick Daniel HayesChief Compliance OfficerUnder 5%2026

Frequently asked questions

Where is Bay Oak Partners, LLC located?

Bay Oak Partners, LLC is based in Burlingame, CA.

Does Bay Oak Partners, LLC disclose fund performance?

Bay Oak Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address329 Primrose Road, #71, Burlingame, CA 94011
Office hours9a.m.-5p.m.
Discloses disciplinary historyNo