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OAK CIRCLE CAPITAL PARTNERS LLC
OAK CIRCLE CAPITAL PARTNERS LLC
NEW YORK, New York
·
6 registered advisors
·
CRD# 164639
SEC# 801-77294
212-257-5070
01
Firm Overview
AUM
$897M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Other: MANAGER EQUITY PLAN
03
Specialties
Retirement Planning
04
Advisors at OAK CIRCLE CAPITAL PARTNERS LLC
6 registered advisors
Darren Louis Comisso
NEW YORK, New York
CRD# 2148046
David Clarke Carroll
NEW YORK, New York
CRD# 1567853
David Oston
NEW YORK, New York
CRD# 6096473
George Bumeder
NEW YORK, New York
CRD# 6096541
Kian Fui Chong
NEW YORK, New York
CRD# 6096542
Thomas Brennan Burke
NEW YORK, New York
CRD# 2741639
05
Office Locations
NEW YORK, New York
6 advisors
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Data sourced from SEC Form ADV filings. OAK CIRCLE CAPITAL PARTNERS LLC (CRD# 164639) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.