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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

ONE OAK CAPITAL MANAGEMENT, LLC

CRD 170339

PURCHASE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e516495c-f308-cabd-471d-467ca9e2ecdd

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 8
On other graphs: 0
Observed: Jan 24, 2014 to Mar 31, 2026
59 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.57 fund_share=0.41 institutional_share=0.02 related_bd=false related_bank=true bd_reps=0.0 bank_owner=false
Regulatory AUM: $419MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $419M
Private client RAUM: $239MderivedItem 5.D individuals plus high net worth individuals
Private client share: 57%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $140Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 14
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 384
Individual clients: 320
High net worth clients: 55
Private funds: 3Schedule D 7.B(1)
Custody, client assets: $173M
SEC number: 801-114497
CRD: 170339
Filings on the tape: 59
First filed: Jan 24, 2014
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, NY
Website: oneoakcapitalmgmt.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
LARAINE FLEISHER VILLAPIANO	n/a	PURCHASE, NY	5	37	n/a	no
JAMES NEIL CRABB	n/a	PURCHASE, NY	5	33	n/a	no
GARY JOHN REETZ	n/a	BRONXVILLE, NY \| PURCHASE, NY	4	40	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
ONE OAK MULTI-STRATEGY MASTER FUND, LTD	Hedge Fund	$65.6M	Apr 16, 2024	11	Mar 30, 2012	reported	n/a
ONE OAK MULTI-STRATEGY FUND, LLC	Hedge Fund	$42.0M	Apr 16, 2024	9	Mar 25, 2016	reported	021-332290
ONE OAK ALPHA OPPORTUNITIES FUND, LP	Hedge Fund	$39.5M	Apr 16, 2024	62	Feb 20, 2015	reported	021-216699
ONE OAK MULTI-STRATEGY OFFSHORE FUND, LTD	Hedge Fund	$23.6M	Apr 16, 2024	2	Jan 19, 2017	reported	021-144240
ONE OAK ALPHA OPPORTUNITIES OFFSHORE FUND, LTD	Hedge Fund	$15.4M	Apr 16, 2024	21	Sep 18, 2019	reported	021-345457
ONE OAK TARGETED ALPHA FUND, LLC	Hedge Fund	$12.8M	Jan 4, 2024	40	Mar 26, 2019	reported	021-304360
ACA MASTER SELECT FUND, LP	Hedge Fund	$8.1M	Apr 16, 2024	76	Mar 31, 2014	reported	021-215390
ONE OAK TARGETED ALPHA OFFSHORE FUND, LTD	Hedge Fund	$5.9M	Jan 4, 2024	46	Mar 26, 2019	reported	n/a
ACA CAYMAN MASTER FUND, SPC	Hedge Fund	$5.1M	Apr 16, 2024	34	Mar 25, 2015	reported	021-220251
ONE OAK GLOBAL OPPORTUNITIES FUND, LTD	Hedge Fund	$1.2M	Apr 16, 2024	3	Apr 1, 2022	reported	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COSTANTINI, JOANNE	Cco	Na	yes	04/2019	May 23, 2019	Apr 16, 2024
DITURSI, STEPHEN, V	MANAGING MEMBER	D	yes	01/2022	Jan 24, 2014	Apr 16, 2024
DITURSI, STEPHEN, V	MANAGING PARTNER	Na	yes	02/2013	Jan 24, 2014	Apr 16, 2024
ONE OAK CAPITAL PARTNERS, LLC	Owner	E	yes	01/2022	Apr 1, 2022	Apr 16, 2024
CRABB, JAMES, NEIL	SENIOR PORTFOLIO MANAGER	Na	no	12/2018	Jun 3, 2020	Apr 16, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ONE OAK CAPITAL ADVISERS, LLC	n/a	n/a	n/a	Y	yes	n/a
ONE OAK CAPITAL ADVISORY GROUP I, LLC	n/a	n/a	n/a	Y	yes	n/a
ONE OAK INVESTMENT PARTNERS, LLC	n/a	n/a	n/a	Y	yes	n/a
ONE OAK PARTNERS, LLC	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$419M	$419M	14	11	0	3	n/a
2024	Apr 1, 2025	$447M	$417M	16	12	0	9	n/a
2023	Mar 25, 2024	$283M	$283M	12	11	0	8	$200M
2022	Mar 31, 2023	$331M	$331M	14	13	1	10	$205M
2021	Apr 1, 2022	$755M	$755M	16	14	1	10	$534M
2020	Mar 31, 2021	$438M	$438M	16	14	1	5	$257M
2019	Mar 30, 2020	$251M	$251M	14	9	2	2	$169M
2014	Feb 20, 2015	$175M	$175M	2	2	n/a	1	$40.0M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$419M	$447M	-6.4%	$331M	8.2%	14	16	0	0

Relationships

Advises (10)

→ ONE OAK MULTI-STRATEGY FUND, LLCPrivate fundHedge Fund, IA
Mar 25, 2016 to presentfactForm ADV
→ ACA MASTER SELECT FUND, LPPrivate fundHedge Fund, IA
Mar 31, 2014 to presentfactForm ADV
→ ONE OAK ALPHA OPPORTUNITIES FUND, LPPrivate fundHedge Fund, IA
Feb 20, 2015 to presentfactForm ADV
→ ONE OAK MULTI-STRATEGY OFFSHORE FUND, LTDPrivate fundHedge Fund, IA
Jan 19, 2017 to presentfactForm ADV
→ ONE OAK ALPHA OPPORTUNITIES OFFSHORE FUND, LTDPrivate fundHedge Fund, IA
Sep 18, 2019 to presentfactForm ADV
→ ONE OAK MULTI-STRATEGY MASTER FUND, LTDPrivate fundHedge Fund, IA
Mar 30, 2012 to presentfactForm ADV
→ ONE OAK GLOBAL OPPORTUNITIES FUND, LTDPrivate fundHedge Fund, IA
Apr 1, 2022 to presentfactForm ADV
→ ACA CAYMAN MASTER FUND, SPCPrivate fundHedge Fund, IA
Mar 25, 2015 to presentfactForm ADV
→ ONE OAK TARGETED ALPHA FUND, LLCPrivate fundHedge Fund, IA
Mar 26, 2019 to presentfactForm ADV
→ ONE OAK TARGETED ALPHA OFFSHORE FUND, LTDPrivate fundHedge Fund, IA
Mar 26, 2019 to presentfactForm ADV

Registered with (4)

← GARY JOHN REETZAdvisorregistration: current employment
Oct 19, 2021 to presentfactForm ADV
← JAMES NEIL CRABBAdvisorregistration: current employment
Aug 10, 2021 to presentfactForm ADV
← LARAINE FLEISHER VILLAPIANOAdvisorregistration: current employment
May 7, 2021 to presentfactForm ADV
← JAMES KENNETH FERRYAdvisorregistration: previous registration
Jan 21, 2020 to Nov 3, 2020factForm ADV

Affiliated with (1)

← DISCOVERY CAPITAL MANAGEMENTRegistered adviserother investment adviser, control, common control
factForm ADV

Controls (3)

← DITURSI, STEPHEN, VOwnerMANAGING MEMBER, ownership code D, individual
Jan 24, 2014 to Apr 16, 2024factForm ADV
← COSTANTINI, JOANNEOwnerCCO, ownership code NA, individual
May 23, 2019 to Apr 16, 2024factForm ADV
← ONE OAK CAPITAL PARTNERS, LLCOwnerOWNER, ownership code E, domestic entity
Apr 1, 2022 to Apr 16, 2024factForm ADV

Owns (1)

← CRABB, JAMES, NEILOwnerSENIOR PORTFOLIO MANAGER, ownership code NA, individual
Jun 3, 2020 to Apr 16, 2024factForm ADV

Dated events

Occurred
Apr 1, 2025
Regulatory AUM changed
One Oak Capital Management, Llc reported RAUM $447.0M, up 58% from $283.1M (2024-04-16 to 2025-04-01)
Form ADVobserved 5 days ago
$164M
Occurred
Mar 31, 2023
Regulatory AUM changed
One Oak Capital Management, Llc reported RAUM $330.7M, down 56% from $755.1M (2022-10-19 to 2023-03-31)
Form ADVobserved 5 days ago
$-424M
Occurred
Apr 1, 2022
Regulatory AUM changed
One Oak Capital Management, Llc reported RAUM $755.1M, up 73% from $437.7M (2021-03-31 to 2022-04-01)
Form ADVobserved 5 days ago
$317M
Occurred
Oct 9, 2020
Regulatory AUM changed
One Oak Capital Management, Llc reported RAUM $403.8M, up 42% from $285.2M (2020-06-29 to 2020-10-09)
Form ADVobserved 5 days ago
$119M
Occurred
Jun 3, 2020
Control person joined
Neil James Crabb (Senior Portfolio Manager) appeared on Schedule A of One Oak Capital Management, Llc
Form ADVobserved 5 days ago
Occurred
May 23, 2019
Control person joined
Joanne Costantini (Cco) appeared on Schedule A of One Oak Capital Management, Llc
Form ADVobserved 5 days ago
Occurred
Nov 27, 2018
Regulatory AUM changed
One Oak Capital Management, Llc reported RAUM $25.4M, down 85% from $175.0M (2016-03-16 to 2018-11-27)
Form ADVobserved 5 days ago
$-150M
Occurred
Jan 24, 2014
First Form ADV filing
One Oak filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e516495c-f308-cabd-471d-467ca9e2ecdd
First observed: Jan 24, 2014
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ONE OAK CAPITAL MANAGEMENT, LLC

CRD 170339

PURCHASE, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e516495c-f308-cabd-471d-467ca9e2ecdd

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

LARAINE FLEISHER VILLAPIANO

n/a

PURCHASE, NY

n/a

JAMES NEIL CRABB

n/a

PURCHASE, NY

n/a

GARY JOHN REETZ

n/a

BRONXVILLE, NY | PURCHASE, NY

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

ONE OAK MULTI-STRATEGY MASTER FUND, LTD

Hedge Fund

$65.6M

Apr 16, 2024

Mar 30, 2012

reported

n/a

ONE OAK MULTI-STRATEGY FUND, LLC

Hedge Fund

$42.0M

Apr 16, 2024

Mar 25, 2016

reported

021-332290

ONE OAK ALPHA OPPORTUNITIES FUND, LP

Hedge Fund

$39.5M

Apr 16, 2024

Feb 20, 2015

reported

021-216699

ONE OAK MULTI-STRATEGY OFFSHORE FUND, LTD

Hedge Fund

$23.6M

Apr 16, 2024

Jan 19, 2017

reported

021-144240

ONE OAK ALPHA OPPORTUNITIES OFFSHORE FUND, LTD

Hedge Fund

$15.4M

Apr 16, 2024

Sep 18, 2019

reported

021-345457

ONE OAK TARGETED ALPHA FUND, LLC

Hedge Fund

$12.8M

Jan 4, 2024

Mar 26, 2019

reported

021-304360

ACA MASTER SELECT FUND, LP

Hedge Fund

$8.1M

Apr 16, 2024

Mar 31, 2014

reported

021-215390

ONE OAK TARGETED ALPHA OFFSHORE FUND, LTD

Hedge Fund

$5.9M

Jan 4, 2024

Mar 26, 2019

reported

n/a

ACA CAYMAN MASTER FUND, SPC

Hedge Fund

$5.1M

Apr 16, 2024

Mar 25, 2015

reported

021-220251

ONE OAK GLOBAL OPPORTUNITIES FUND, LTD

Hedge Fund

$1.2M

Apr 16, 2024

Apr 1, 2022

reported

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COSTANTINI, JOANNE

Cco

yes

04/2019

May 23, 2019

Apr 16, 2024

DITURSI, STEPHEN, V

MANAGING MEMBER

yes

01/2022

Jan 24, 2014

Apr 16, 2024

DITURSI, STEPHEN, V

MANAGING PARTNER

yes

02/2013

Jan 24, 2014

Apr 16, 2024

ONE OAK CAPITAL PARTNERS, LLC

Owner

yes

01/2022

Apr 1, 2022

Apr 16, 2024

CRABB, JAMES, NEIL

SENIOR PORTFOLIO MANAGER

12/2018

Jun 3, 2020

Apr 16, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ONE OAK CAPITAL ADVISERS, LLC

n/a

yes

n/a

ONE OAK CAPITAL ADVISORY GROUP I, LLC

n/a

yes

n/a

ONE OAK INVESTMENT PARTNERS, LLC

n/a

yes

n/a

ONE OAK PARTNERS, LLC

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$419M

n/a

2024

Apr 1, 2025

$447M

$417M

n/a

2023

Mar 25, 2024

$283M

$200M

2022

Mar 31, 2023

$331M

$205M

2021

Apr 1, 2022

$755M

$534M

2020

Mar 31, 2021

$438M

$257M

2019

Mar 30, 2020

$251M

$169M

2014

Feb 20, 2015

$175M

n/a

$40.0M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$419M

$447M

-6.4%

$331M

8.2%