Firms, funds, people, portfolio companies and transactions from sworn filings and cited announcements, kept as a graph with a date and a source on every edge. Reported gross assets are never fund size, regulatory AUM is never dry powder, and a deal value prints only when someone disclosed it.

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Firms / R•• O•• P•••••••• L••

R•• O•• P•••••••• L••

Hybrid manager · probableLower middle marketBoca Raton, FLr•••••••••.comSEC exempt reporting adviser

Red Oak Partners is an SEC-registered investment advisory firm that invests with a focus on value in misunderstood and less followed opportunities.

Classification
Class
Hybrid managerprobable, confidence 65%
Basis
R4: Private Equity Funds are 2 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 4
Size band
Lower middle marketdefined by: proxy: $0.00bn Private Equity Fund GAV on the Form ADV filed 2024-03-15
Classification history (1)
  1. Sep 13, 2026
    Hybrid manager (probable, 65%, cls-pe-1)
    R4: Private Equity Funds are 2 of 6 distinct vehicles; hedge, securitized or liquidity vehicles 4
Regulatory footprint (Form ADV)
Adviser type
exempt reporting adviser
Form ADV filings
Jul 9, 2014 to Mar 15, 2024
RAUM
unknownregulatory assets under management of the adviser; not dry powder, not a fund size
PE funds, latest filing
1
PE fund GAV, latest filing
$202,336reported gross assets (Form ADV), not fund size
All private fund GAV
$90.8Mevery private fund type, latest filing
2024 PE fund GAV
$202,336sum over funds typed Private Equity Fund with a 2024 or later as-of date
PE share of funds, lifetime
33%
Fund type mix
filed 2024-03-15, latest gav Hedge Fund $90.6M, Private Equity Fund $202,336, latest counts Hedge Fund 2, Private Equity Fund 1, lifetime distinct Hedge Fund 4, Private Equity Fund 2
Employees
unknown
Headquarters
Boca Raton, FL
Office address
40 SE 5TH ST., SUITE 502, Boca Raton, FL, 33432
Business phone
212-614-8952
Stated criteria beside observed behaviour
no observed deals yet
Stated by the firm
Sectors
not stated or not yet read
Geography
North America
Revenue
not stated or not yet read
EBITDA
not stated or not yet read
Enterprise value
not stated or not yet read
Equity check
not stated or not yet read
Control
not stated or not yet read
Thesis
The principals make investment decisions based on a diligent, fundamentally driven, intensive research process in order to invest in opportunities where there are specific catalysts or events that can unlock value.
Observed from deals on record

Nothing observed yet. Behaviour is computed from transactions and portfolio relationships, which have not been collected for this firm.

Funds
2 on record
FundVehicleVintageReported gross assets (Form ADV), not fund sizeGAV by yearForm D soldLifecycle
R•• O•• S• L••
ADV: Private Equity Fund
buyout or unlabelled2018
first reported on Form ADV
$202,336
as of Mar 15, 2024
no Form DHarvest
R•• O•• T•••• A••••••••• L••
ADV: Private Equity Fund
buyout or unlabelled2014
first reported on Form ADV
$28.9M
as of Dec 23, 2015
no Form DWound down
Team
6 current, 0 former
Portfolio
0 relationships, 0 platforms, 0 add-ons
No portfolio relationship collected for this firm yet. They arrive from the firm’s portfolio page, deal announcements and filings.
Transactions
0 on record
No transaction naming this firm has been collected yet. The deal tape is read from SEC filings and cited announcements.
Placement agents, lenders, advisers and co-investors
0 relationships
No counterparty collected yet. These are counted from transactions that name both this firm and the other party, and from placement agents on this firm’s funds.
LP commitments
0 disclosed
No LP commitment collected yet. An LP edge needs a public disclosure with a quote, such as a pension plan’s report or an announcement naming the LP.
Events
1 most recent
  1. Jul 9, 2014
    R•• O•• P•••••••• L•• first filed Form ADV in the extract (IA)
    First Form ADV filingFactSEC Form ADV filing data 2011 to 2024 (Schedule D 7.B.(1) private funds, Schedules A/B, 1.I websites)
Across the graphs

R•• O•• P•••••••• L•• is the same institution as 2 records in Independent Sponsors and RIA and Wealth.

Independent Sponsors1RIA and Wealth1

Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.

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