Live Oak Investment Partners, LLC
● SEC registered since 2019CRD 304406SEC# 801-116882Austin, TX
Reg. AUM
$266.4M
Employees
4
Accounts
823
Location
Austin, TX
Live Oak Investment Partners, LLC assets under management
Live Oak Investment Partners, LLC operates as an SEC-registered investment adviser based in Austin, TX. The firm has been registered since 2019. It reports $266.4 million in regulatory assets under management and employs 4 people.
Live Oak Investment Partners, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Richard Hostick Control | Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Live Oak Investment Partners, LLC manage?
Live Oak Investment Partners, LLC reports $266.4 million in regulatory assets under management on its Form ADV.
How many employees does Live Oak Investment Partners, LLC have?
Live Oak Investment Partners, LLC reports 4 employees.
Where is Live Oak Investment Partners, LLC located?
Live Oak Investment Partners, LLC is based in Austin, TX and has been SEC-registered since 2019.
Does Live Oak Investment Partners, LLC disclose fund performance?
Live Oak Investment Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3103 Bee Cave Road, Suite 104, Austin, TX 78746-5523 |
| Phone | 512-532-4700 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$266.4M▲ 13%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$266.4Mregulatory AUM
Discretionary $242.3MNon-discretionary $24.1M