NewOak Asset Management (NAM) offers discretionary investment advisory services, focusing on asset-backed securities, residential mortgage loans, mortgage-backed securities, and related derivatives. NAM's clients include pooled investment vehicles and fin-tech companies. NAM does not tailor advisory services to the individual needs of non-institutional clients.
Assets Under Management$30M
Clients4
AdvisorsN/A
Avg. per Client$7.5M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
NAM is paid an investment advisory fee equal to a stated percentage per year of the assets they manage, and in certain cases subject to a fixed minimum. NAM also receives performance-based fees. These fees are negotiable.
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