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 09/30/16. The fund's latest filing disclosed 143MM in positions, representing 51% of the manager's regulatory AUM.

WEST OAK CAPITAL LLC StockAlpha

-3.7%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEST OAK CAPITAL LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LUK 11.72% Financials 26.05% 0.38% 0 12%
JNJ 1.84% Health -4.31% -0.02% 0 34%
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FEATURED IN
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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...
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WEST OAK CAPITAL LLC Portfolio Concentration

WEST OAK CAPITAL LLC Location

2801 TOWNSGATE ROAD
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:

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