Oak & Reed Capital Management, LLC is an adviser based in Brooklyn. It manages $11 million of regulatory assets for 25 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of New York and Texas.
Oak & Reed Capital Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Oak & Reed Capital Management, LLC is $11 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 29% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Oak & Reed Capital Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Oak & Reed Capital Management, LLC is owned by Sanjay (Nmn) Malhotra. Ravi (Nmn) Malhotra joined the executive team most recently as the Managing Member And Chief Compliance Officer.
The principal office where Oak & Reed Capital Management, LLC performs its advisory services is located at 122 Ashland Place, Brooklyn, NY 11201, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 646-926-2573 or by fax 646-559-6035. The normal business hours are 9:00 a.m. to 6:00 p.m. on Monday - Friday.