Red Oak Partners, LLC

Red Oak Partners, LLC is a Florida-based investment advisor established in 2014 and registered with multiple state authorities. The firm primarily manages private investment funds with discretionary investment authority over assets. Red Oak may also offer investment management services to additional private funds, trusts, individuals, and institutional investors. Their investment strategies encompass a wide range of securities and financial instruments, including equities, bonds, options, and derivatives. As of December 31, 2022, Red Oak managed over $94 million on a discretionary basis. Regarding fees, Red Oak negotiates management fees with clients based on factors such as account size and services provided. Management fees are payable quarterly and may vary among clients. Clients may also incur additional expenses like brokerage commissions and mutual fund fees. The firm may charge management fees and performance-based fees for private investment funds, with performance fees applicable to qualified clients. Red Oak discloses potential conflicts of interest related to performance-based fees and managing accounts with both long and short positions. The firm exercises investment discretion for client accounts and has the authority to vote proxies for managed accounts. Red Oak's executives include David Sandberg, Anthony Snow, and Adrian Pertierra, with detailed backgrounds available in the Form ADV Part 2B brochure supplement.