ROYAL OAKS ADVISORS LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 170757
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Royal Oaks Advisors LLC operates as a limited liability company and is classified as a private equity fund. The firm focuses on institutional clients and employs a fee structure that includes a percentage of assets under management and performance-based fees. Royal Oaks Advisors engages in various business activities, including acting as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA) and selling other financial products. Their advisory services encompass portfolio management for pooled investment vehicles and the selection of other advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Contacts
1 of 1MARK WATSON
Principal & Financial AdvisorCRD 1645136
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 800 Town Country Blvd
- Time zone
- CT (UTC-6)
- Office locations
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