LIVEOAK MANAGEMENT SERVICES, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2013
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
AUSTIN, Texas
CRD number
166879
Registered since
February 8, 2013

Firm profile

FINTRX

Overview

Liveoak Management Services, LLC operates primarily as a private fund manager with its activity concentrated in venture capital. The firm serves as sponsor, general partner and managing member of pooled investment vehicles, which indicates its role is oriented toward fund formation, deal sourcing and active portfolio management rather than traditional retail advisory relationships. Liveoak has been SEC-registered since 2013 and is organized as a limited liability company with an individual ownership structure. It does not identify as an active ESG investor, is not a multi-state adviser and does not position itself as a pension consultant. Investment preferences and manager allocation interest center on private equity-style deployments through venture funds. The firm’s business model points to capital-raising from institutional and private investors into closed-end vehicles, with Liveoak acting in leadership roles on fund governance and investment execution.

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

Contacts

3 of 5
  • VENUGOPAL SHAMAPANT

    ManagerCRD 6163715

  • MICHAEL MARCANTONIO

    PartnerCRD 5693515

  • BENJAMIN SCOTT

    Partner EmeritusCRD 6163719

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

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
805 Las Cimas Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth