OAK CIRCLE CAPITAL PARTNERS LLC

NEW YORK, New York·6 registered advisors·CRD# 164639
SEC# 801-77294212-257-5070
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
David Clarke Carroll
NEW YORK, New York
David Oston
NEW YORK, New York
George Bumeder
NEW YORK, New York
Kian Fui Chong
NEW YORK, New York
Thomas Brennan Burke
NEW YORK, New York
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.