WEST OAK CAPITAL LLC Overview
West Oak Capital Llc is an investment advisor that manages 283.4 MM dollars in regulatory AUM and has 5 employees, of which 2 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 234MM in positions, representing 83% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/06 to 03/31/21. The fund's latest filing disclosed 234MM in positions, representing 83% of the manager's regulatory AUM.
WEST OAK CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEST OAK CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| JEF | 11.33% | Financials | 0% | -0.69% | 0 | 0% | ||
| JPST | 6.77% | Financials | 0.13% | -0.13% | 0 | 0% | ||
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FEATURED IN
WEST OAK CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Lisa T. Snider | Partner | August-2003 |
| Byron B. Snider | Senior Partner / Chief Compliance Officer | August-2003 |
| Gerald I. Clebanoff | Senior Partner | May-2006 |
WEST OAK CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
WEST OAK CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Investing subjects a client’s account to a variety of risks. West Oak Capital does not guarantee the future performance of the account or the success of any investment decision or strategy that we may use in the management of the account. It is important for each client to understand that investment decisions are subject to market, economic and business risks, and that those investment decisions will not always be profitable. Even well-managed, diversified portfolios are likely to experience periods of decline.
West Oak Capital, LLC Page 6
Investment objectives often include a balance of income, safety and growth. The asset allocation (mix of stocks, bonds and cash) represents an important tool for meeting those goals. Allocations favoring bonds and cash are often appropr...
Unlock Full Investment Process Description
Investing subjects a client’s account to a variety of risks. West Oak Capital does not guarantee the future performance of the account or the success of any investment decision or strategy that we may use in the management of the account. It is important for each client to understand that investment decisions are subject to market, economic and business risks, and that those investment decisions will not always be profitable. Even well-managed, diversified portfolios are likely to experience periods of decline.
West Oak Capital, LLC Page 6
Investment objectives often include a balance of income, safety and growth. The asset allocation (mix of stocks, bonds and cash) represents an important tool for meeting those goals. Allocations favoring bonds and cash are often appropr...
Unlock Full Investment Process Description
WEST OAK CAPITAL LLC Portfolio Concentration
WEST OAK CAPITAL LLC Location
2801 TOWNSGATE ROAD
SUITE 112
WESTLAKE VILLAGE, California
UNITED STATES, 91361
SUITE 112
WESTLAKE VILLAGE, California
UNITED STATES, 91361
WEST OAK CAPITAL LLC Contact Information
Phone Number: 805-230-8282
Fax Number: 805-230-8283
Website: http://www.westoakcap.com
Fax Number: 805-230-8283
Website: http://www.westoakcap.com
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