Live Oak Family Offices LLC
CRD 141570SEC# 801-123444St. Petersburg, FL
No longer SEC-registered. Live Oak Family Offices LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Ranks #5,380 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$158.4M
Fund GAV
$12.4M
Private funds
1
Employees
2
Accounts
185
Location
St. Petersburg, FL
Live Oak Family Offices LLC assets under management
Live Oak Family Offices LLC operates as an SEC-registered investment adviser based in St. Petersburg, FL. It reports $158.4 million in regulatory assets under management and employs 2 people. Live Oak Family Offices LLC manages 1 private fund with combined gross assets of $12.4 million, including Live Oak Master Fund LP. By regulatory assets, it ranks 5,380 of 6,004 private fund managers.
Live Oak Family Offices LLC private funds
1 funds · $12.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Live Oak Master Fund LP | Other Private | $12.4M | $1M |
Live Oak Family Offices LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Patrick McCutcheon Control | Managing Member/Chief Investment Officer/Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Live Oak Family Offices LLC manage?
Live Oak Family Offices LLC reports $158.4 million in regulatory assets under management on its Form ADV.
How many private funds does Live Oak Family Offices LLC manage?
Live Oak Family Offices LLC manages 1 private funds with combined gross assets of $12.4 million.
How many employees does Live Oak Family Offices LLC have?
Live Oak Family Offices LLC reports 2 employees.
Where is Live Oak Family Offices LLC located?
Live Oak Family Offices LLC is based in St. Petersburg, FL.
Does Live Oak Family Offices LLC disclose fund performance?
Live Oak Family Offices LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 888 Executive Center Drive W., Suite 101, St. Petersburg, FL 33702 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$158.4MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
AUM vs fund managersTop 90%
Larger than 10% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$158.4Mregulatory AUM
Discretionary $158.4M
Service providers
Auditor
Custodian