Insights

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 Tech Stack

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.

  • Microsoft 365
    Email
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • PHP
    Programming Languages
  • Google Tag Manager
    Tag Management
  • UIKit
    UI Frameworks
  • IONOS
    Web Hosting
  • Apache HTTP Server
    Web Servers

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
25%
FLast@oakasset.comJDoe@oakasset.com
25%
First.Last@oakasset.comJohn.Doe@oakasset.com
25%
FLast@oakasset.comJDoe@oakasset.com
25%

Frequently Asked Questions

Where is Oak Asset Management's headquarters located?

Minus sign iconPlus sign icon
Oak Asset Management's main headquarters is located at 2535 Townsgate Road, Suite 300. The company has employees across 1 continents, including North America.

What is Oak Asset Management's phone number?

Minus sign iconPlus sign icon
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?

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

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

Minus sign iconPlus sign icon
Oak Asset Management's SIC code is 8741 - Management Services NAICS code is 52 - Finance and Insurance.

How many employees does Oak Asset Management have currently?

Minus sign iconPlus sign icon
As of December 2025, Oak Asset Management has approximately 7 employees across 1 continents, including North America. Key team members include President: J. P.Managing Partner: D. W.. Explore Oak Asset Management's employee directory with LeadIQ.

What industry does Oak Asset Management belong to?

Minus sign iconPlus sign icon
Oak Asset Management operates in the Financial Services industry.

What technology does Oak Asset Management use?

Minus sign iconPlus sign icon
Oak Asset Management's tech stack includes Microsoft 365jQueryjQuery MigratePHPGoogle Tag ManagerUIKitIONOSApache HTTP Server.

What is Oak Asset Management's email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
Oak Asset Management was founded in 2004.

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.

Section iconCompany Overview

Headquarters
2535 Townsgate Road, Suite 300
Phone number
SIC Code
8741 - Management Services
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.