The RUNNING OAK CAPITAL is a privately held investment adviser that advises $901.87mn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. RUNNING OAK CAPITAL is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 162.17% over the last 5-years.
The Group has been registered with the SEC for 9.38 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 4519 W 56TH ST, EDINA, MINNESOTA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 2 employees comprised of 2 investment and 0 non-investment staff. The total number of Employees increased by 100% over the last 5-years.
Their $901.87mn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 17 other accounts. Assets of High Net Worth Individuals clients own $450.24mn or 49.92% of Total Assets and Investment Companies (IC) own $395.1mn or 43.81% of Total Assets.
The Group's top investment strategies include Long/Short Equity, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Investment Companies (IC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
RUNNING OAK CAPITAL names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.