DFX Intelligence
OAK Tree
unclassified
unclassified
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F
Advisory clients
1 allocator
- Shelter Insurance Employees Retirement Plan Investment adviser (plan)through Dec 31, 2024 Form 5500
Schedule C rows
1 row, $1.3M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Shelter Insurance Employees Retirement Plan | 2024 | 27 | RETAINED BY EMPLOYER | $1.3M |
What changed
- OAK Tree appears on Shelter Insurance Employees Retirement Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with OAK Treeaskebsa.dol.gov