Blue Oak Capital LLC
CRD 108592SEC# 801-57237Menlo Park, CA
No longer SEC-registered. Blue Oak Capital LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$285.4M
Employees
1
Accounts
405
Location
Menlo Park, CA
Blue Oak Capital LLC assets under management
Blue Oak Capital LLC is an SEC-registered investment adviser based in Menlo Park, CA. It reports $285.4 million in regulatory assets under management and employs 1 people.
Blue Oak Capital LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Thomas Alan Baker Control | Member, Cco | Over 75% | 1999 |
Frequently asked questions
How much does Blue Oak Capital LLC manage?
Blue Oak Capital LLC reports $285.4 million in regulatory assets under management on its Form ADV.
How many employees does Blue Oak Capital LLC have?
Blue Oak Capital LLC reports 1 employees.
Where is Blue Oak Capital LLC located?
Blue Oak Capital LLC is based in Menlo Park, CA.
Does Blue Oak Capital LLC disclose fund performance?
Blue Oak Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3000 Sand Hill Road, 1/205, Menlo Park, CA 94025 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$285.4MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$285.4Mregulatory AUM
Discretionary $285.4M