RIA Intel›Advisers›Massachusetts›GREAT OAK CAPITAL PARTNERS, LLC

GREAT OAK CAPITAL PARTNERS, LLC

Advisory

N·SOUTH EASTON, MA

Data as of Feb 24, 2026 · Source: SEC Form ADV

Total AUM

$478M

1-Year AUM Growth

+49.1%

3-Year CAGR

+21.2%

Employees

5

Assets Under Management

Total AUM$478M

Discretionary AUM$467M

Non-Discretionary AUM$11M

Discretionary %97.8%

Total Clients562

Team

Total Employees5

Investment Advisers7

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record27

First FilingApr 24, 2019

Latest FilingFeb 24, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 7+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GREAT OAK CAPITAL PARTNERS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.