Thomas Joseph Robertson
Managing Partner And Chief Compliance OfficerOak Asset Management, LLCCRD 2787862
About Thomas Joseph Robertson
Thomas Joseph Robertson is listed as Managing Partner And Chief Compliance Officer 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 Thomas Joseph Robertson work?
Thomas Joseph Robertson is listed as Managing Partner And Chief Compliance Officer at Oak Asset Management, LLC on SEC Form ADV.
How much of Oak Asset Management, LLC does Thomas Joseph Robertson own?
Form ADV reports a beneficial ownership band of 25-50%.
Oak Asset Management, LLC
| Title | Managing Partner And Chief Compliance Officer |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2017 |