THREE OAKS PARTNERS INVESTMENT COUNSEL LLC

Overview

Three Oaks Partners Investment Counsel LLC is a small, equity-focused advisory firm that provides portfolio management to both individuals/families and institutional or business clients. The firm’s advisory model centers on exchange-traded equities and ETFs as the primary building blocks of client portfolios, while maintaining the capability to allocate to third-party alternative managers and direct alternative investments when a client’s objectives call for them. Fee arrangements are flexible — percentage of AUM, hourly and fixed fees are all used — which suggests the firm adapts pricing to client size and the level of bespoke work required. Operationally, Three Oaks Partners serves a concentrated client base and performs sponsor/GP/managing-member roles for pooled investment vehicles, indicating it both advises and at times constructs or manages pooled investment structures on behalf of clients or external investors.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices