Oak Grove Capital, LLC
● SEC registered since 2017CRD 165465SEC# 801-112059
Reg. AUM
$871M
Employees
2
Accounts
346
Location
—
Oak Grove Capital, LLC assets under management
Oak Grove Capital, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2017. It reports $871 million in regulatory assets under management and employs 2 people.
Oak Grove Capital, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Mark George Visnic Control | Managing Member, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Oak Grove Capital, LLC manage?
Oak Grove Capital, LLC reports $871 million in regulatory assets under management on its Form ADV.
How many employees does Oak Grove Capital, LLC have?
Oak Grove Capital, LLC reports 2 employees.
Does Oak Grove Capital, LLC disclose fund performance?
Oak Grove Capital, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 412-515-8899 |
| Fax | 412-515-8890 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1661762 |
| Discloses disciplinary history | No |
Regulatory AUM
$871M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$871Mregulatory AUM
Discretionary $871M