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BLUE OAK CAPITAL LLC

MENLO PARK, CA · CRD 108592 · IAPD ↗ · blueoak.net · 650-251-9595

$285.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — BLUE OAK CAPITAL LLC (MENLO PARK, CA) left the SEC roster (was $285.4M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
March 2025 — BLUE OAK CAPITAL LLC reported RAUM down 49% ($556.7M -> $285.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.