# Red Oak Partners, LLC

> Red Oak Partners, LLC is an exempt reporting adviser in Boca Raton, FL, filing reports since 2020. Exempt reporting advisers do not report regulatory assets under management on Form ADV.

- CRD: 172149
- Filed as: RED OAK PARTNERS, LLC
- Reporting status: Exempt reporting adviser (status as filed: ERA - Active)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172149
- AdvisorCensus page: https://advisorcensus.com/firm/red-oak-partners-llc-boca-raton-fl-172149

## Quick answers

**Where is Red Oak Partners, LLC located?**
Red Oak Partners, LLC's principal office is in Boca Raton, FL, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**How does Red Oak Partners, LLC report to regulators?**
Red Oak Partners, LLC is an exempt reporting adviser, filing reports since 2020. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 172149.

**Does Red Oak Partners, 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/172149

## From the Form ADV filing

### Firm details
- Reporting since: 2020 (6 years)
- Employees: Not reported total, Not reported performing advisory functions
- Wrap fee program participation: Not reported
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Ada, MI

### Websites listed on Form ADV (Item 1.I)
- redoakpartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 22, 2021 |
| October 2022 | Not reported | Not reported | March 29, 2022 |
| October 2023 | Not reported | Not reported | May 15, 2023 |
| October 2024 | Not reported | Not reported | March 15, 2024 |
| October 2025 | Not reported | Not reported | March 24, 2025 |
| October 2026 | Not reported | Not reported | September 29, 2026 |


## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Red Oak Partners, LLC (CRD 172149): Form ADV filing data as of October 2026.