Oak Asset Management
Financial ServicesCalifornia, United States2-10 Employees
Oak Asset Management is a financial services company based out of 2535 Townsgate Road Suite 300, Westlake Village, CA, United States.
Niche Focus Oak Asset Management operates within the financial services sector with a specialized investment focus, exemplified by recent stakes in real estate assets like American Campus Communities, indicating potential interest in real estate investment opportunities and asset management services.
Growth Potential With annual revenues estimated between one and ten million dollars and a small team of 2-10 employees, the company presents opportunities for tailored financial products or advisory services aimed at mid-sized asset managers seeking scalable solutions.
Technology Adoption The company's use of technologies such as Microsoft 365, PHP, and various web analytics tools suggests openness to digital transformation and tech-driven financial solutions, making them receptive to innovative fintech offerings.
Investment Moves Recent investments of approximately $211,000 in real estate assets highlight a strategic interest in alternative investments, opening avenues for partnerships in real estate funding, private equity, or asset diversification services.
Competitive Landscape Operating alongside well-established asset management giants, Oak Asset Management may value specialized, cost-effective solutions tailored for smaller firms aiming to differentiate within an industry dominated by large players with extensive resources.
Oak Asset Management uses 8 technology products and services including Microsoft 365, jQuery, jQuery Migrate, and more. Explore Oak Asset Management's tech stack below.
| Oak Asset Management Email Formats | Percentage |
| First.Last@oakasset.com | 25% |
| FLast@oakasset.com | 25% |
| First.Last@oakasset.com | 25% |
| FLast@oakasset.com | 25% |
Financial ServicesCalifornia, United States2-10 Employees
Oak Asset Management is a financial services company based out of 2535 Townsgate Road Suite 300, Westlake Village, CA, United States.
Oak Asset Management's revenue is estimated to be in the range of $1M$10M
Oak Asset Management's revenue is estimated to be in the range of $1M$10M