Insights

Niche client Small-scale asset management firm with a lean team suggests high propensity for outsourced solutions in operational efficiency, compliance tooling, and scalable technology platforms.

Growth signals Recent disclosed stake acquisitions indicate active investment activity; opportunity to present capital-raising support, advanced analytics, and portfolio optimization services to support expansion.

Tech footprint Tech stack includes web and SEO tools plus security and analytics (Open Graph, JSON-LD, Cloudflare, Google Analytics) indicating openness to modern, cloud-based fintech solutions and data-driven marketing.

Revenue band Reported revenue in the low-to-mid single digits of millions with a very small team; potential fit for cost-effective, automated trading support, risk management, and boutique custody or broker-dealer efficiencies.

Market positioning Operates in financial services with peers that are large asset managers; potential for value-added services around ESG data, regulatory reporting, and scalable client onboarding to compete more effectively.

Oak Asset Management Tech Stack

Oak Asset Management uses 8 technology products and services including Open Graph, JSON-LD, Element UI, and more. Explore Oak Asset Management's tech stack below.

  • Open Graph
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • Element UI
    Javascript Frameworks
  • Priority Hints
    Performance
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Cloudflare Bot Management
    Security
  • Google Analytics
    Web Analytics

Oak Asset Management's Email Address Formats

Oak Asset Management uses at least 1 format(s):
Oak Asset Management Email FormatsExamplePercentage
First.Last@oakasset.comJohn.Doe@oakasset.com
50%
FLast@oakasset.comJDoe@oakasset.com
50%

Frequently Asked Questions

What is Oak Asset Management's phone number?

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You can contact Oak Asset Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Oak Asset Management's official website and social media links?

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Oak Asset Management's official website is oakasset.com and has social profiles on LinkedIn.

How much revenue does Oak Asset Management generate?

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As of July 2026, Oak Asset Management's annual revenue is estimated to be $1M - $10M.

What is Oak Asset Management's SIC code NAICS code?

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Oak Asset Management's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Oak Asset Management have currently?

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As of July 2026, Oak Asset Management has approximately 6 employees across 1 continents, including North America. Key team members include Managing Partner: J. N.. Explore Oak Asset Management's employee directory with LeadIQ.

What industry does Oak Asset Management belong to?

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Oak Asset Management operates in the Financial Services industry.

What technology does Oak Asset Management use?

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Oak Asset Management's tech stack includes Open GraphJSON-LDElement UIPriority HintsPHPYoast SEOCloudflare Bot ManagementGoogle Analytics.

What is Oak Asset Management's email format?

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Oak Asset Management's email format typically follows the pattern of First.Last@oakasset.com. Find more Oak Asset Management email formats with LeadIQ.

When was Oak Asset Management founded?

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Oak Asset Management was founded in 2004.
Oak Asset Management logo

Oak Asset Management

Financial ServicesCalifornia, United States2-10 Employees

Oak Asset Management is a financial services firm based in Westlake Village, California. The company operates in the financial services industry and, from available information, functions as an investment-focused entity with a small team. A recent development noted in coverage is the acquisition of a stake in American Campus Communities, indicating activity in investment positioning within specific assets. The firm’s location places it in the California business ecosystem, and it is identified as a small‑sized operation within its sector.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Oak Asset Management's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Oak Asset Management's revenue is estimated to be in the range of $1M - $10M

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