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Plateau Advisors, LLC

Managing PartnerOak Asset Management, LLC

About Plateau Advisors, LLC

Plateau Advisors, LLC is listed as Managing Partner at Oak Asset Management, LLC in Westlake Village, CA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Oak Asset Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Plateau Advisors, LLC work?

Plateau Advisors, LLC is listed as Managing Partner at Oak Asset Management, LLC on SEC Form ADV.

How much of Oak Asset Management, LLC does Plateau Advisors, LLC own?

Form ADV reports a beneficial ownership band of 25-50%.

Oak Asset Management, LLC

TitleManaging Partner
Ownership25-50%
Control personYes
Since2020