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Blue Oak Capital, LLC Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Blue Oak Capital, LLC is an investment management firm based in Menlo Park, California. The company focuses on wealth management services, including portfolio management, capital growth and preservation, retirement transitions, tax considerations, and gifting strategies, and it operates on a fee-only model, avoiding commissions or product sales.
The firm serves a limited number of clients to maintain a personal relationship with a decision-maker and to tailor guidance to each client's objectives. Its recent work includes diversifying newly created wealth from a founder's share offering, guiding a surviving partner in structuring and managing a portfolio, planning for a senior executive transitioning to part-time consulting, and addressing children's education needs and generational wealth transfer.

Find Blue Oak Capital, LLC employees' phone numbers or email addresses

Blue Oak Capital, LLC Global Highlights

Location
Employees

North America
3

Minus sign iconPlus sign icon
  • United States Of America
    3

Blue Oak Capital, LLC's Leadership

  • Stylized image of a person
    L. W.
    Partner
    Phone icon
    Mobile Phone

Blue Oak Capital, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Banking
  • Other

Contact profiles from Blue Oak Capital, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. W.
    Partner
    Phone icon
    Mobile Phone
    United States
    Jun 10, 2025

Frequently Asked Questions

What is Blue Oak Capital, LLC known for?

Minus sign iconPlus sign iconBlue Oak Capital, LLC was founded in 1999 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-650-251-****
. Explore Blue Oak Capital, LLC's company overview page for more information.

What is Blue Oak Capital, LLC's most common email format?

Minus sign iconPlus sign iconBlue Oak Capital, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Oak Capital, LLC email formats with LeadIQ.

How many employees does Blue Oak Capital, LLC have currently?

Minus sign iconPlus sign iconBlue Oak Capital, LLC has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Blue Oak Capital, LLC's key employees and leadership?

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As of July 2026, Blue Oak Capital, LLC's key employees include:

  • Partner: L. W.

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