← Tributary

NEWOAK ASSET MANAGEMENT LLC

NEW YORK, NY · CRD 172956 · IAPD ↗ · newoak.com · 212 209 0850

$57.1MRegulatory AUM
3Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
April 2026 — NEWOAK ASSET MANAGEMENT LLC reported RAUM up 91% ($29.8M -> $57.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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