Royal Oaks Advisors LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 170757
- Website
- royaloaksadvisors.com
- 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 is structured as an LLC that functions as a private equity fund manager serving institutional clients. The firm combines pooled-vehicle portfolio management with the selection of external advisers, and it also carries activities categorized as a commodity pool operator or commodity trading adviser and as an alternative financial-product salesperson. Its fees are a mix of a percentage of assets under management and performance-based compensation. Royal Oaks does not identify as an active ESG investor and is not recorded as a multi-state adviser.
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
Contacts
1 of 1
Mark 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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