COUNCIL OAKS PARTNERS, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2024
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
332138
Registered since
June 16, 2024

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Ruchit Shah

    CEOCRD 7942799

Contacts

3 of 3
  • SAM VINSON

    Managing PartnerCRD 7942801

  • JAMES STEPHEN

    Managing PartnerCRD 7942800

  • DAVID ANDERSON

    CRD 5822707

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth