Three Oaks Partners Investment Counsel LLC

Overview

Three Oaks Partners Investment Counsel LLC is a small, independent registered investment adviser organized as an LLC that advises both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Its billing approach includes asset-based fees as well as hourly and fixed-fee arrangements. According to its filings it does not market itself as an ESG investor, does not operate as a multi-state adviser, and is not a dedicated pension consultant. The firm reports that it is neither a capital allocator nor a related adviser, and it has roles in pooled vehicles as a sponsor, general partner, or managing member.

Assets & Accounts

Public Holdings

Investments & Alternatives