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Oak Harbor Capital, LLC
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Overview Share
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Seattle, Washington
$606.5 million AUM
1 office

Oak Harbor Capital, LLC is based in Seattle, Washington and has $606.5 million in assets under management.

Location
2001 Western Avenue
Suite 430
Seattle, WA 98121
$606.5 million
AUM
57
Employees
AUM Share
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$606,466,646
Assets under management
25 clients
Number of clients
Average investment size is $24,258,666
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Pooled investment vehicles 25 $606,466,646 100% $24,258,666
Employees Share
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57
Employees
12
Investment analysts
21% of total employees
AUM per employee Share
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$606,466,646
Assets under management
$10,639,766
AUM per employee
$50,538,887
AUM per investment analyst
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Compensation

Oak Harbor Capital, LLC makes money through the following ways:

  • Percentage of AUM
  • Performance-based fees
  • Servicing fees for debt recovery services.
Services offered

Oak Harbor Capital, LLC provides the following services:

  • Portfolio management for pooled investment vehicles
Firm data Share
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CRD number 169,089
SEC number 801-80354
Legal structure Limited Liability Company
Legal governance Delaware, United States
Latest ADV filing date March 27, 2020

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