RED OAK PARTNERS, LLC
BOCA RATON, FLORIDA

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

Company name
RED OAK PARTNERS, LLC
Status
Active
Filed Number
L14000049756
FEI Number
47-3539572
Date of Incorporation
March 25, 2014
Age - 12 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://redoakpartners.com
Phones
(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

Officers and Directors

The RED OAK PARTNERS, LLC managed by the two persons from BOCA RATON, Boca Raton on following positions: Manager, CFO

David Sandberg

Position
Manager Active
From
BOCA RATON, FL

Adrian Pertierra

Position
CFO Active
From
Boca Raton, FL





Registered Agent is Adrian Pertierra

From
BOCA RATON, 33432

Annual Reports

2025
February 5, 2025
2024
March 22, 2024