Red Oak Partners is a fund manager in Boca Raton with $86.37 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
20673129
SEC advisor number
801-80087
FINRA CRD number
172149
AUM ?
$86.37 mm
(as of 17 Apr 20)
Accounts
4
(as of 17 Apr 20)
Employees
5
(2 investment advisory or research)
Address
Red Oak Partners
150 E PALMETTO PARK ROAD
SUITE 800
BOCA RATON
FL 33432
150 E PALMETTO PARK ROAD
SUITE 800
BOCA RATON
FL 33432
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Phone
6466883436
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sandberg, David | Managing Member | 03/2003 | > 75% |
Pertierra, Adrian, Justin | Chief Compliance Officer | 06/2014 | < 5% |
Pertierra, Adrian, Justin | Chief Financial Officer | 05/2008 | < 5% |
Ownership
Fund structure | AUM | Fund type |
---|---|---|
Red Oak Partners, LLC | $86.37 mm | |
Red Oak SG LLC | $228.38 k | Private Equity Fund |
the Red Oak Fund, LP | $47.33 mm | Hedge Fund |
the Red Oak Institutional Founders Long Fund, LP | $22.05 mm | Hedge Fund |
the Red Oak Long Fund, LP | $16.77 mm | Hedge Fund |
Red Oak Offshore Fund LTD. |
Latest filings (excl ownership)
DFAN14A
Additional proxy materials by non-management
25 Apr 13
DFAN14A
Additional proxy materials by non-management
19 Apr 13
DFAN14A
Additional proxy materials by non-management
19 Apr 13
DFAN14A
Additional proxy materials by non-management
16 Apr 13
DFAN14A
Additional proxy materials by non-management
16 Apr 13
DEFC14A
Proxy in contested solicitation
10 Apr 13
CORRESP
Correspondence with SEC
8 Apr 13
PRRN14A
Revised preliminary proxy statement filed by non-management
8 Apr 13
PREC14A
Preliminary proxy with contested solicitation
29 Mar 13
DFAN14A
Additional proxy materials by non-management
2 Mar 10
Latest ownership filings
4
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3
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16 Apr 24
SC 13G/A
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16 Apr 24
SC 13G/A
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15 Feb 24
SC 13D/A
GEE Group Inc.
15 Aug 23
SC 13D/A
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30 May 23
SC 13D
GEE Group Inc.
31 Mar 23
SC 13G
Global Crossing Airlines Group Inc.
17 Mar 23
SC 13G/A
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14 Feb 23
SC 13G
GEE Group Inc.
25 Aug 22
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
11 Apr 24 | Red Oak Partners | Common Stock | Buy | Acquire P | Yes | No | 0.38 | 273,872 | 104.07 k | 1,706,300 |
11 Apr 24 | Red Oak Partners | Common Stock | Buy | Acquire P | Yes | No | 0.38 | 448,709 | 170.51 k | 2,799,237 |