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One Oak Capital Management, LLC Employee Directory

Investment ManagementNew York, United States11-50 Employees

One Oak Capital Management is a New York-based Registered Investment Adviser that specializes in investment management. Founded in 2013, the firm pursues institutionally oriented strategies that are not readily accessible to most investors. By applying market expertise, it aims to deliver either absolute return or high tax-free income through a disciplined approach to fixed-income investing, with a focus on the investment-grade municipal and corporate bond markets. 

Target clients include investors seeking differentiated fixed-income exposure and risk-managed strategies, including institutions and other sophisticated market participants. The firm operates as a boutique player within the investment management industry, emphasizing careful portfolio risk oversight. It is based in Purchase, New York, and maintains a relatively small team.

Find One Oak Capital Management, LLC employees' phone numbers or email addresses

One Oak Capital Management, LLC Global Highlights

Location
Employees

North America
21

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  • United States Of America
    21

Asia
1

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  • Philippines
    1

One Oak Capital Management, LLC's Leadership

  • Stylized image of a person
    L. B.
    Senior Vice President & Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. S.
    Cfp Lpl Registered Principal
    Phone icon
    Mobile Phone

One Oak Capital Management, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Legal
  • Sales
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from One Oak Capital Management, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. B.
    Senior Vice President & Portfolio Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. S.
    Cfp Lpl Registered Principal
    Phone icon
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is One Oak Capital Management, LLC known for?

Minus sign iconPlus sign iconOne Oak Capital Management, LLC was founded in 2013 operates in the Investment Management industry. Explore One Oak Capital Management, LLC's company overview page for more information.

What is One Oak Capital Management, LLC's most common email format?

Minus sign iconPlus sign iconOne Oak Capital Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more One Oak Capital Management, LLC email formats with LeadIQ.

How many employees does One Oak Capital Management, LLC have currently?

Minus sign iconPlus sign iconOne Oak Capital Management, LLC has approximately 13 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are One Oak Capital Management, LLC's key employees and leadership?

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As of July 2026, One Oak Capital Management, LLC's key employees include:

  • Senior Vice President & Portfolio Manager: L. B.
  • Cfp Lpl Registered Principal: R. S.

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