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Victor Perretti

ONE OAK CAPITAL MANAGEMENT, LLC·PURCHASE, New York
Unclaimed Profile
287 BOWMAN AVE., PURCHASE, NY 10577CRD# 711988Firm CRD# 170339
01

About

Victor Perretti is a registered financial advisor based in PURCHASE, New York, affiliated with ONE OAK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
ONE OAK CAPITAL MANAGEMENT, LLC
ONE OAK CAPITAL MANAGEMENT, LLC
AUM
$283M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at ONE OAK CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 711988
Firm CRD# 170339
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Victor Perretti offer?
Victor Perretti specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in PURCHASE, New York for a consultation.
What are Victor Perretti's credentials?
Victor Perretti is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Victor Perretti located?
Victor Perretti is based in PURCHASE, New York, working with ONE OAK CAPITAL MANAGEMENT, LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.
How does Victor Perretti charge for services?
Victor Perretti's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ONE OAK CAPITAL MANAGEMENT, LLC?
ONE OAK CAPITAL MANAGEMENT, LLC has approximately 12 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PURCHASE
Eugene Julius Fattore — MULLER ROAD CAPITAL, LPNathan Samuel Muller — DEIMOS ASSET MANAGEMENT LLCNorman Wilson Heusser — MORGAN STANLEY SMITH BARNEY LLCJohn L Roach — CROSS STONE CAPITAL MANAGEMENT LPJoanne Costantini — ONE OAK CAPITAL MANAGEMENT, LLC
Nearby cities in New York
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Research
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