GREAT OAKS MANAGEMENT COMPANY LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 166055
- Registered since
- November 28, 2012
Firm profile
FINTRXOverview
Great Oaks Management Company LLC is an LLC that has been SEC-registered since 2012 and is owned by an individual. The firm is not positioned as a traditional retail advisory business that manages household accounts; instead it functions as a sponsor and general partner, serving as managing member for pooled investment vehicles. The firm is classified as "unclassified" in the snapshot data and reports it is not an active ESG investor, not a multi-state adviser, and does not provide pension consulting or related-adviser services.
Assets & Accounts
Investments & Alternatives
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 1CELINE KWOK
Principal, CFOCRD 3041413
Contacts
1 of 1ANDREW BOSZHARDT
Managing Partner and FounderCRD 721099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 667 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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