RIA Intel›Advisers›Texas›LIVE OAK INVESTMENT PARTNERS, LLC

LIVE OAK INVESTMENT PARTNERS, LLC

Advisory

N·AUSTIN, TX

Data as of Jun 6, 2024 · Source: SEC Form ADV

Total AUM

$266M

1-Year AUM Growth

+18.9%

3-Year CAGR

+4.7%

Employees

3

Assets Under Management

Total AUM$266M

Discretionary AUM$242M

Non-Discretionary AUM$24M

Discretionary %90.9%

Total Clients326

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record18

First FilingMay 31, 2019

Latest FilingJun 6, 2024

🔒 Full AUM trend chart and 18 historical filings spanning 5+ 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 LIVE OAK INVESTMENT PARTNERS, LLC

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