Great Oak Capital Partners, LLC
● SEC registered since 2019CRD 281045SEC# 801-116681South Easton, MA
Reg. AUM
$477.9M
Employees
7
Accounts
1,871
Location
South Easton, MA
Great Oak Capital Partners, LLC assets under management
Great Oak Capital Partners, LLC is an investment advisory firm registered with the SEC based in South Easton, MA. The firm has been registered since 2019. It reports $477.9 million in regulatory assets under management and employs 7 people.
Great Oak Capital Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Russell Noonan Control | Principal And Chief Compliance Officer | 50-75% | 2015 |
| William R Sylvia Jr Control | Principal | 50-75% | 2015 |
Frequently asked questions
How much does Great Oak Capital Partners, LLC manage?
Great Oak Capital Partners, LLC reports $477.9 million in regulatory assets under management on its Form ADV.
How many employees does Great Oak Capital Partners, LLC have?
Great Oak Capital Partners, LLC reports 7 employees.
Where is Great Oak Capital Partners, LLC located?
Great Oak Capital Partners, LLC is based in South Easton, MA and has been SEC-registered since 2019.
Does Great Oak Capital Partners, LLC disclose fund performance?
Great Oak Capital Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 105r Depot Street, Suite 5, South Easton, MA 02375 |
| Phone | (508) 230-7100 |
| Fax | (508) 230-7108 |
| Office hours | By Appointment |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$477.9M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$477.9Mregulatory AUM
Discretionary $467.4MNon-discretionary $10.5M