One Oak Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$238,851,584
Clients
375
Advisors
3
of 14 employees
About
One Oak Capital Management provides discretionary portfolio management to high‑net‑worth and individual clients as well as to pooled investment vehicles and private funds. The firm acts as investment manager and sponsor for multiple master/feeder and series fund structures and also manages separately managed accounts for retail and institutional investors.
The firm emphasizes fixed‑income strategies, focusing on investment‑grade corporate and municipal bond portfolios and seeking opportunities in municipal market dislocations; for these strategies it uses instruments such as U.S. Treasuries, Treasury options, ETFs and rate locks to manage interest‑rate and credit exposure. One Oak also operates a Multi‑Strategy Fund that may allocate to long/short equities, commodity futures and other liquid strategies and that delegates trading authority to sub‑advisers using a “first‑loss” framework with at‑risk capital contributions by those sub‑advisers.
Distinctive features include its role as a private fund sponsor and fund‑of‑fund investor (including a vehicle that selects underlying municipal managers), the use of sub‑advisory arrangements and affiliations with other advisers, and the presence of performance‑based fee arrangements and periodic performance reporting to investors. The firm has a recent regulatory disclosure: an SEC order in February 2025 addressing deficiencies in disclosures and conversions of brokerage to advisory accounts, and it retained an independent compliance consultant as part of that resolution.
Client services
Expertise
Occupation focus
Fee options
$0+: 0.15% to 0.30% annually for Separately Managed Accounts (paid quarterly in arrears) Not specified+: Retail Advisory Clients pay between 0.025% to 1.25% annually (paid monthly in arrears)
Performance fees vary by fund: e.g., 20% quarterly performance allocation for Municipal Opportunities Portfolio; 60% monthly performance fee for Mid Atlantic Total Return Portfolio; 10% annual performance fee for One Oak Multi-Strategy Master Fund; 10% quarterly incentive allocation for KStone Series B-1 and B-2; other series not subject to performance fees
Account minimum: $250,000 for separately managed accounts; $500,000 minimum initial investment for Private Funds except KStone Fund; $1,000,000 minimum investment for KStone Fund Fee-only: Management fees and performance-based fees; no commissions
Main office
287 Bowman Ave.
Purchase NY 10577
Advisors at this office
3
Most active in
New Jersey · New York
Also doing business as
One Oak · One Oak Capital Management, LLC
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:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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
Gary R
Series 63, Series 65
Purchase, NY
One Oak Capital Management, LLC
Gary Reetz is a financial advisor at One Oak Capital Management, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Regis Advisors for 17 years and Fox Chase Capital Partners for over two decades. One Oak Capital Management provides discretionary portfolio management primarily to high-net-worth and individual clients, as well as pooled investment vehicles and private funds. The firm focuses on fixed-income strategies, including investment-grade corporate and municipal bonds, and operates multi-strategy funds with delegated trading authority under a first-loss framework.
James C
Series 63, Series 65
Purchase, NY
One Oak Capital Management, LLC
James Crabb is a financial advisor at One Oak Capital Management, LLC with 32 years of industry experience. He held a position at Hilltop Securities (formerly Southwest Securities) for 17 years before joining One Oak Capital Management in 2017. Outside of his financial career, he serves as Director of Operations USA for Salvation for Israel Ministries, a nonprofit organization assisting vulnerable populations in Israel. One Oak Capital Management provides discretionary portfolio management to high-net-worth individuals, pooled investment vehicles, and private funds, with a focus on fixed-income and multi-strategy investment approaches that include corporate and municipal bonds, equities, and commodity futures.
Laraine V
Series 65
Purchase, NY
One Oak Capital Management, LLC
Laraine Villapiano is a financial advisor at One Oak Capital Management, LLC with four years of industry experience. She holds a Series 65 designation and has been with One Oak Capital Management since 2021, following a 32-year tenure at Concord Investment Management. One Oak Capital Management provides discretionary investment management through separately managed accounts and private pooled vehicles, serving a diverse client base including individuals, high-net-worth investors, trusts, endowments, charitable organizations, corporations, and other investment advisors. The firm focuses primarily on fixed-income and investment-grade bond portfolio management, supplemented by municipal-opportunity and multi-strategy sleeves.
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