O
CRD: 167286
OAK Grove Management LLC
Greenwich, CT, 06830
8315664174
$42.1M Total AUM
$42.1M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-29-2013
- Office Locations
- 1
Office Locations
14 Martin Dale Greenwich CT
About OAK Grove Management LLC
OAK Grove Management LLC is a Greenwich-based RIA. The firm has been operating for 13 years. Managing $42.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Portfolio Construction.
Team overview
41 AVG AGE
$42.1M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Value
Investment Themes
Delta
Investment Vehicles
Zenith quantum
Services
Matrix prime
Owner & Executives
LUKE TODD ALBRIGHT
Managing Member - Cco
- CRD
- #4829422
- Ownership
- 75% or more
(923) 775-4249
ember.signal@valuecapital.com
in linkedin.com/in/frontier-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,071,893 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,071,893 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,071,893
Other:
26.8% Corporate - Investment Grade:
10.5% Equity - Exchange:
37.6% Cash:
25.1% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $428,776,100 | 26.8% |
| Corporate - Investment Grade | $167,990,636 | 10.5% |
| Equity - Exchange | $601,566,469 | 37.6% |
| Cash | $401,577,616 | 25.1% |
| Total | $1,599,910,821 | 100.0% |