Oak & Reed Capital Management, LLC

Oak & Reed Capital Management, LLC is a Registered Investment Adviser based in Brooklyn, NY, founded in 2011 by Ravi Malhotra. The firm specializes in providing investment advisory services to individuals, institutions, and various clients. They offer services such as Comprehensive Portfolio Management, Asset Management, Pension Consulting, and Financial Planning/Consulting. The firm manages $17,000,000 on a discretionary basis and $2,000,000 on a non-discretionary basis as of December 31, 2021. Oak & Reed charges fees of up to 2.25% for Comprehensive Portfolio Management and up to 2.00% for Asset Management, billed quarterly based on the account value. They do not offer wrap fee accounts and do not manage accounts using performance-based fees to avoid conflicts of interest. The firm's investment strategies include long-term purchases, short-term purchases, trading, short sales, margin transactions, and option trading. Oak & Reed primarily uses fundamental value analysis, technical analysis, chart-based analysis, and cyclical analysis in their investment decisions. Clients maintain custody of their assets and are responsible for voting proxies and acting on corporate actions. The firm does not have any material disciplinary disclosures or financial impairments that affect its ability to meet client commitments. Ravi Malhotra, the principal owner, is also a licensed life insurance agent.