Newoak Asset Management LLC
● SEC registered since 2014CRD 172956SEC# 801-80361New York, NY
Reg. AUM
$57.1M
Employees
6
Accounts
3
Location
New York, NY
Newoak Asset Management LLC assets under management
Newoak Asset Management LLC is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2014. It reports $57.1 million in regulatory assets under management and employs 6 people.
Newoak Asset Management LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Newoak Capital LLC Control | Sole Member Of Applicant, Managing Member | Over 75% | 2009 |
| Ron D'Vari Control | Chief Executive Officer, Chief Compliance Officer | Under 5% | 2009 |
| Newoak Capital Holdings L.P. Control | Sole Shareholder, Managing Member | Over 75% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Newoak Asset Management LLC manage?
Newoak Asset Management LLC reports $57.1 million in regulatory assets under management on its Form ADV.
How many employees does Newoak Asset Management LLC have?
Newoak Asset Management LLC reports 6 employees.
Where is Newoak Asset Management LLC located?
Newoak Asset Management LLC is based in New York, NY and has been SEC-registered since 2014.
Does Newoak Asset Management LLC disclose fund performance?
Newoak Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 Columbus Circle, 15th Fl., New York, NY 10019-8760 |
| Phone | 212 209 0850 |
| Fax | 212 209 0704 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$57.1M▲ 91%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$57.1Mregulatory AUM
Discretionary $57.1M