RUNNING OAK CAPITAL LLC

HTTPS://WWW.RUNNINGOAK.COM MINNETONKA, MN How do I update this listing?

Running OAK Capital is based out of Minnetonka. Running OAK Capital is a large advisory firm with 307 clients and discretionary assets under management (AUM) of $220,500,000 (Form ADV from 2019-03-29). Their last reported 13F filing for Q4 2019 included $292,936,000 in managed 13F securities and a top 10 holdings concentration of 18.74%. Running OAK Capital's largest holding is Synnex Corp with shares held of 43,908. Whalewisdom has at least 1 13F filings

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12/31/2019

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12/31/2019

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RUNNING OAK CAPITAL LLC
Classified as Hedge Fund
4350 BAKER RD #245
MINNETONKA MN    55343
Country: United States

Business Phone: 952-582-6116
Fax: 952-582-6110
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MN
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 6,500,000
Total Number of Clients: 307
Amount of client funds and securities by related persons: 6,500,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

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