BLACKOAK ADVISORS LLC

Overview

Blackoak Advisors LLC positions itself as a fee-for-service advisory firm that combines financial planning with portfolio management for individuals, small businesses, and institutional clients. The firm enumerates services that include selecting other advisers and acting as a capital allocator, indicating an emphasis on manager selection and deploying client capital into third-party strategies or pooled vehicles when appropriate. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee structures. Industry affiliations listed for the firm include acting as an investment adviser and sponsor, serving as a general partner, and functioning as the managing member of pooled investment vehicles. Those roles suggest the firm has the operational capability to sponsor or run private pooled funds in addition to advising on externally managed solutions. The firm does not identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices