Oac Capital Advisors LLC

$212MAssets under management
as of Mar 2026 · SEC Form ADV
Visit websiteLinkedIn
No one on Advicer is connected to this yet.

Tech stack

No one at Oac Capital Advisors LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Oac Capital Advisors LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Efg Bank (Luxembourg) Sa
Per Form ADV · $39M held · filed Mar 2024
Pershing
Per Form ADV · $38M held · filed Mar 2024
Morgan Stanley
Per Form ADV · $14M held · filed Mar 2024