The OAK HARVEST INVESTMENT SERVICES is a privately held investment adviser that advises $1.15Bn in regulatory assets under management held in 0 SEC fund types across 1 investment strategies. OAK HARVEST INVESTMENT SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 272.28% over the last 5-years.
The Group has been registered with the SEC for 7.2 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 920 MEMORIAL CITY WAY SUITE 150, HOUSTON, TEXAS. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 44 employees comprised of 19 investment and 25 non-investment staff. The total number of Employees increased by 300% over the last 5-years.
Their $1.15Bn in assets advised are owned by 0 private funds, 1 public fund and BDCs and 9 other accounts. Assets of High Net Worth Individuals clients own $712.55mn or 62% of Total Assets and Individuals own $307.71mn or 26.77% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Individuals.
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 fixed fees and management fees.
OAK HARVEST INVESTMENT SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.