Red Oak Partners, LLC is an SEC-registered investment advisory firm strategically headquartered in Boca Raton, Florida. Incorporated on March 25, 2014, under the File Number L14000049756, the company focuses on value investing by targeting less frequently followed opportunities primarily within North America. Utilizing a fundamentally driven, intensive research process, the principals of Red Oak Partners identify specific catalysts or events that have the potential to unlock value in investments.
The firm manages a distinguished portfolio through the Red Oak Partners Family of Funds, which includes the Red Oak Fund, the Red Oak Long Fund, and the Red Oak Long Offshore Fund along with a range of special purpose entities. This diverse array underscores the company's commitment to providing substantial opportunities for its investors.
The corporation maintains transparency by including disclaimers on its website (redoakpartners.com), clarifying that information provided is for informational purposes only and does not constitute an offer or solicitation to buy or sell securities.
Red Oak Partners, LLC reported its status with the Florida Department of State, Division of Corporations as active in Palm Beach County. The company operates from a Mailing Address at 101 Merritt 7, Norwalk, CT, while maintaining communication through their contact number (212) 614-8952. As the current Manager and CFO, David Sandberg and Adrian Pertierra respectively play pivotal roles in steering Red Oak Partners toward its investment goals.
As of March 22, 2024, the firm's financial transparency is evident as they have submitted their 2024 Annual Report. They are officially registered with a Federal Employer Identification Number (FEIN) of 47-3539572.
KEY FACTS ABOUT RED OAK PARTNERS, LLC
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US Businesses
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Companies in Florida
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Palm Beach County Companies
- Company name
- RED OAK PARTNERS, LLC
- Status
- Active
- Filed Number
- L14000049756
- FEI Number
- 47-3539572
- Date of Incorporation
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March 25, 2014
Age - 12 years
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://redoakpartners.com
- Phones
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(212) 614-8952
RED OAK PARTNERS, LLC NEAR ME
- Principal Address
- 40 SE 5th Street,
BOCA RATON,
FL,
33432,
US
- Mailing Address
- 101 Merritt 7,
norwalk,
CT,
06851,
US
See Also