Global Oak Capital Markets LLC
Firm details
- Headquarters
- Charleston, South Carolina
- CRD number
- 125860
- Registered since
- August 28, 2003
- Website
- www.globaloakcm.com
Firm profile
FINTRXOverview
Global Oak Capital Markets LLC is an SEC-registered limited liability company first registered in 2003. Publicly available information on the firm's activities and client-facing services is sparse; FINTRX categorizes the firm as "Unclassified" and records ownership as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator, pension consultant, related adviser, or multi-state adviser, and it is not listed as an active ESG investor.
Assets & Accounts
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 1
Marie Katz
Chief Financial OfficerCRD 2457660
Contacts
3 of 6
William Drake
PrincipalCRD 1621314
Jonathan Liebergall
Head of Debt Capital MarketsCRD 1744845
James Philip
Managing DirectorCRD 1992671
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Charleston, SC
Charleston
Location
Charleston, SC
Headquartered in Charleston, SC, in the South of the United States.
- Region
- South
- County
- Charleston
- Address
- 69 Rutledge Ave
- Time zone
- ET (UTC-5)
- Office locations
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