# Oak Grove Management LLC

> Oak Grove Management LLC is a state-registered investment advisory firm in Greenwich, CT, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 16, 2026.

- CRD: 167286
- Filed as: OAK GROVE MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwich, CT
- Filing period: October 2026
- Form ADV filing dated: January 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/167286
- AdvisorCensus page: https://advisorcensus.com/firm/oak-grove-management-llc-greenwich-ct-167286

## Quick answers

**How is Oak Grove Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Oak Grove Management LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Oak Grove Management LLC located?**
Oak Grove Management LLC's principal office is in Greenwich, CT, according to its Form ADV.

**Is Oak Grove Management LLC registered with the SEC or a state?**
Oak Grove Management LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 167286.

**How much does Oak Grove Management LLC manage?**
Oak Grove Management LLC reports $42,071,893 in regulatory assets under management in its Form ADV filing dated January 16, 2026 (100% discretionary).

**What types of clients does Oak Grove Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13).

**Does Oak Grove Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/167286

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $42,071,893
- Discretionary: $42,071,893
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 13 | $42,071,893 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2013 (13 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Oak Grove Management LLC (CRD 167286): Form ADV filing data as of October 2026.