Mandate & appetite
- Preferred strategies
- Opportunistic, Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Live Oak Family Offices LLC, based in Florida, is an SEC-registered investment adviser founded in 2003 that primarily provides portfolio management and advisory services focusing on equities, bonds, and pooled investment vehicles for affluent retail clients. The firm emphasizes long-term wealth management and family legacy planning.
Unlock mandates & allocation signals
See LIVE OAK FAMILY OFFICES, LLC's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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