Black Oak Investment Management Company

Overview

Black Oak Investment Management Company is an institutional RIA organized as a limited liability company that serves institutional clients and charges fees as a percentage of assets under management. Its filings identify pension consulting services among its advisory activities, though it does not present itself as a pension consultant in other disclosure fields. The firm is owned by an individual and does not position itself as an active ESG investor, a multi-state adviser, or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives