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Laraine Fleisher Villapiano

One Oak Capital Management, LLC

Purchase, NY

CRD 854208

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Employer firm

One Oak Capital Management, LLC CRD 170339

$419M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
One Oak Capital Management, Llc

287 Bowman Ave., Purchase, NY 10577 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-07
  • NY RA
    APPROVED
    Since 2021-05-07

Branch Locations

287 Bowman Ave., Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
One Oak Capital Management Llc Purchase NY 04/2021 Present
Concord Investment Management New York NY 06/1989 03/2021
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-01
  • S65 Uniform Investment Adviser Law Examination
    2021-05-01
Other Names
  • Laraine Boyle
  • Laraine Mary Boyle
  • Laraine Mary Fleisher

View on SEC IAPD

Nearby Firms

GREENHAVEN ASSOCIATES INC
UBS FINANCIAL SERVICES INC.
NOW ASSET MANAGEMENT LLC

Nearby Investors

JOSHUA BERNARD SANDBULTE
ERIC ALAN BICKLER
RYAN VINCENT HETZER

Nearby Offices

GREENHAVEN ASSOCIATES INC · PURCHASE, NY
UBS FINANCIAL SERVICES INC. · Purchase, NY
NOW ASSET MANAGEMENT LLC · PURCHASE, NY

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