One Oak
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$70,144,122
Clients
5
Advisors
4
of 7 employees
About
One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients such as endowments, foundations, family offices, and other institutional entities, and also offers portfolio management, financial consulting, manager selection, risk management, and access to alternative investments. The firm reports a relatively small client roster and a high account threshold (a stated $10 million opening balance, waivable), reflecting a low client-to-advisor ratio and a focus on larger or institutional mandates.
The firm’s investment process emphasizes an integrated OCIO model: developing investment policy and asset allocation, selecting and monitoring managers, conducting ongoing due diligence, and providing governance, compliance, and performance reporting. One Oak implements a range of analytical techniques (including fundamental, quantitative, technical, charting, and cyclical methods), may engage sub‑advisers for specialized strategies, and offers discretionary and non‑discretionary management alongside periodic client education and quarterly reviews.
Noteworthy distinctions include One Oak’s role as investment adviser to and controller of an affiliated private investment vehicle (OneWell LMM PE Fund I, LP and its GP), a recently launched fund the firm may recommend to qualified clients while disclosing related conflicts and differing fee arrangements for non‑advisory investors. The brochure also discloses that a firm representative holds outside broker‑dealer registration and that the firm compensates solicitors for client referrals, items the firm identifies as potential conflicts it seeks to manage, and that it occasionally hosts no‑charge educational seminars for current clients.
Client services
Expertise
Occupation focus
Fee options
1.5% annually for OCIO services, generally negotiable
$250 per hour for Financial Consulting, negotiable
Performance fees charged only to certain non-advisory clients in affiliated Private Fund, not to advisory clients
Account minimum: $10,000,000 (waivable at firm's discretion)
Main office
North Bethesda MD
Advisors at this office
4
Most active in
Maryland · New Jersey · Texas
Also doing business as
One Oak · One Oak Holdings LLC · Onewell
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Efrata K
Series 65
North Bethesda, MD
One Oak
Efrata Kirose is a financial advisor at One Oak with a Series 65 designation and two years of industry experience. Prior to joining One Oak, Kirose worked at Align Impact, LLC, Working Within, Syntrinsic LLC, Syntrinsic Investment Counsel, Obermeyer Wood Investment Counsel, and Established. Outside of financial advising, Kirose owns and operates EDK Creative LLC, a graphic design and marketing services business. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients, focusing on comprehensive investment policy development, manager selection, and ongoing due diligence. The firm emphasizes an integrated OCIO approach and serves a relatively small client base with a high account threshold.
Khalid U
Series 63, Series 65
North Bethesda, MD
One Oak
Khalid Usmani is a financial advisor at One Oak with 7 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Allstate and Avantax Wealth Management. He is also president of MIU Partners LLC, an independent insurance agency specializing in property, casualty, and life insurance. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model with discretionary and non-discretionary management, combining various analytical techniques and ongoing due diligence.
Saqib R
Series 63, Series 65
North Bethesda, MD
One Oak
Saqib Rashid is a financial advisor at One Oak with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Inverness Capital Advisors, Blue Sand Securities LLC, and Abraaj North America. Outside of his advisory role, he is a partner at OneOak Holdings, LLC, which provides outsourced CIO and investment portfolio services to charitable foundations, and he also consults for several private equity and venture capital firms on marketing and institutional investor relations. One Oak provides outsourced chief investment officer and customized investment advisory services primarily to institutional clients such as endowments, foundations, and family offices. The firm employs an integrated OCIO model that includes policy development, asset allocation, manager selection, due diligence, and performance reporting, focusing on larger or institutional mandates with a low client-to-advisor ratio.
Kartik P
Series 65
North Bethesda, MD
One Oak
Kartik Pawar is a financial advisor at One Oak with one year of industry experience. He holds a Series 65 designation and has worked previously at HarbourVest, Dyson Capital Advisors, Cambridge Associates, and Investure LLC. One Oak provides outsourced chief investment officer (OCIO) and customized investment advisory services primarily to institutional clients, including endowments, foundations, and family offices. The firm emphasizes an integrated OCIO model involving investment policy development, manager selection, due diligence, and performance reporting, serving a relatively small client roster with a focus on larger or institutional mandates.
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