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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-01-2011
- Office Locations
- 2
Office Locations
About OAK & Reed Capital Management, LLC
Oak & Reed Capital Management, LLC is a Brooklyn, NY RIA serving retail and institutional clients with discretionary asset management and financial planning, including tax, estate, charitable giving and business succession. Portfolios use ETFs and mutual funds across equities and fixed income, with real estate and cryptocurrency exposure as appropriate. Custodied at Schwab and Merrill Lynch.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
RAVI (NMN) MALHOTRA
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2857898
- Ownership
- 75% or more
SANJAY MALHOTRA
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
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JOSHUA YOUNG
Financial Advisor, General Partner
- CRD
- #5320533
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,000,000 | $440,000 |
| Non-Discretionary | $2,000,000 | -- |
| Total | $19,000,000 | $440,000 |
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Separately Managed Accounts
Total SMA Asset: $19,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $261,429,164 | 14.6% |
| Equity - OTC | $379,609,471 | 21.2% |
| Public Funds | $171,898,628 | 9.6% |
| Cash | $182,642,293 | 10.2% |
| Corporate - Investment Grade | $356,331,532 | 19.9% |
| Municipal Bonds | $166,526,796 | 9.3% |
| U.S. Government/Agency | $272,172,828 | 15.2% |
| Total | $1,790,610,712 | 100.0% |