COUNCIL OAKS PARTNERS, LLC
Firm details
- Headquarters
- AUSTIN, Texas
- CRD number
- 332138
- Registered since
- June 16, 2024
Firm profile
FINTRXOverview
Council Oaks Partners, LLC is a limited liability company that registered with the SEC in 2024. The firm is organized with domestic entity and individual ownership and is classified in the source data as unclassified. It does not identify as a capital allocator and is not listed as an active ESG investor. The firm is not reported to operate as a multi-state adviser. Council Oaks functions in sponsor and general partner roles and is described as the managing member of pooled investment vehicles, indicating its primary activity is structuring and operating private investment funds rather than acting as a traditional advisory firm to retail advisory accounts.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Ruchit Shah
CEOCRD 7942799
Contacts
3 of 3SAM VINSON
Managing PartnerCRD 7942801
JAMES STEPHEN
Managing PartnerCRD 7942800
DAVID ANDERSON
CRD 5822707
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AUSTIN, TX
TRAVIS
Location
AUSTIN, TX
Headquartered in AUSTIN, TX, in the South of the United States.
- Region
- South
- County
- TRAVIS
- Address
- 1211 E 4th St
- Time zone
- CT (UTC-6)
- Office locations
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