RED OAK PARTNERS, LLC

Overview

Red Oak Partners, LLC operates as a small, alternatives-focused advisory that concentrates capital into pooled vehicles and funds rather than a large roster of retail clients. Investment activity centers on hedge fund strategies and private funds, with explicit allocations into private equity, direct real estate exposure and REITs. The firm supplements those allocations with traditional instruments—mutual funds and corporate debt—to manage liquidity, income needs and portfolio diversification. The advisory appears to run a fund-centric model: most of its assets are deployed in hedge funds it advises or manages, while a much smaller slice is committed to private equity. The firm does not identify as an active ESG investor and reports discretionary management across its assets.

Assets & Accounts

Investments & Alternatives

Location & Offices