What is Oak Asset Management's NAICS code?

Oak Asset Management's NAICS code is 52 (Finance and Insurance).

Insights

Niche Player Small team with limited headcount suggests a boutique operation that may rely on agile decision making and targeted client focus; opportunity to offer tailored asset management solutions and white-glove service to maintain efficiency.

AUM Growth Path Revenue in the low-to-mid multi-million range combined with strategic stake acquisitions indicates growth ambitions; potential upsell for scalable fund administration, custody, or enhanced reporting platforms to support expanding asset base.

Tech Stack Fit Current tech stack includes AWS, WordPress, Joomla, Vue.js, and analytics tools; potential sell points include cloud advisory, cybersecurity hardening, data analytics partnerships, and modern portfolio & client portal solutions.

Recent Investment Activity Notable stake in American Campus Communities suggests a willingness to diversify and pursue value-driven investments; cross-sell opportunities for alternative investment research platforms, risk analytics, or CRM enhancements to support due diligence.

Competitive Landscape Operating alongside large asset managers indicates a desire to compete on performance and nimbleness; present value propositions around cost-effective outsourcing, specialized research, and scalable infrastructure to optimize margins.

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Oak Asset Management Tech Stack

Oak Asset Management uses 8 technology products and services including Amazon Web Services, Joomla, RSS, and more. Explore Oak Asset Management's tech stack below.

Amazon Web Services
Cloud Hosting
Joomla
Content Management System
RSS
Content Management System
WordPress
Content Management System
Microsoft 365
Email
Vue.js
Javascript Frameworks
Yoast SEO
Search Engines
Google Tag Manager
Tag Management

Media & News

Oak Asset Management Inc invests into assets: stake in American Campus Communities in the amount of $211K.
Finally, Oak Asset Management LLC acquired a new stake in American Campus Communities during the 4th quarter worth approximately $211,000.
Jul 19, 2022 | www.etfdailynews.com

Oak Asset Management's Email Address Formats

Oak Asset Management uses at least 2 email formats:

Oak Asset Management Email Formats	Example	Percentage
First.Last@oakasset.com	John.Doe@oakasset.com	50%
FLast@oakasset.com	JDoe@oakasset.com	50%

Frequently Asked Questions

What is Oak Asset Management's phone number?

You can contact Oak Asset Management's main corporate office by phone at

+1-805-778-****

. 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?

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

How much revenue does Oak Asset Management generate?

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

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

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

How many employees does Oak Asset Management have currently?

As of September 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?

Oak Asset Management operates in the Financial Services industry.

What technology does Oak Asset Management use?

Oak Asset Management's tech stack includes Amazon Web Services, Joomla, RSS, WordPress, Microsoft 365, Vue.js, Yoast SEO and Google Tag Manager.

What is Oak Asset Management's email format?

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?

Oak Asset Management was founded in 2004.

Oak Asset Management

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

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

Q: How many employees does Oak Asset Management have currently?

Oak Asset Management has approximately 6 employees.

Q: What technology does Oak Asset Management use?

Oak Asset Management's tech stack includes Priority Hints, Amazon ALB, Really Simple Discovery, Google Tag Manager, JSON-LD.

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.