OAKWOOD CAPITAL Overview
Oakwood Capital Management Llc is an investment advisor that manages 775.5 MM dollars in regulatory AUM and has 22 employees, of which 14 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 388MM in positions, representing 50% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 388MM in positions, representing 50% of the manager's regulatory AUM.
OAKWOOD CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OAKWOOD CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
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FEATURED IN
OAKWOOD CAPITAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Bruce A. Mandel | Ceo/President | March-1998 |
| Nicanor M. Mamaril | Evp/Cfo/Coo/Chief Compliance Officer | March-1998 |
| Tom W. Doxey | Evp/Private Client Wealth Management | March-1998 |
| Thomas L. Roley | Passive Investor | December-2003 |
OAKWOOD CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
OAKWOOD CAPITAL Investment Strategy
OAKWOOD CAPITAL Portfolio Concentration
OAKWOOD CAPITAL Location
12121 WILSHIRE BLVD., SUITE 1250
LOS ANGELES, California
UNITED STATES, 90025
LOS ANGELES, California
UNITED STATES, 90025
OAKWOOD CAPITAL Contact Information
Phone Number: 310-772-2600
Fax Number: 310-772-2601
Website: null
Fax Number: 310-772-2601
Website: null
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