Southern Oak Capital, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
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AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 12, 2026
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Jul 2023 · $50.7M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Soc Income Fund Lp | Hedge Fund | Delaware | $25.7M | 3 |
| Soc Core Cre Fund Lp | Hedge Fund | Delaware | $22.4M | 5 |
| Soc Multi Strat Income & Growth Fund Lp | Hedge Fund | Delaware | $2.6M | 10 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Price, Kevin, Anthony | Member, Portfolio Manager And Chief Compliance Officer | Dec 2020 (6y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $50.7M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Soc Income Fund Lp | Hedge Fund | $25.7M | $1.0M | 3 |
| Soc Core Cre Fund Lp | Hedge Fund | $22.4M | $1.0M | 5 |
| Soc Multi Strat Income & Growth Fund Lp | Hedge Fund | $2.6M | $500K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/12/2026 | 889 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
Not reported.
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 12, 2026.
View current Form ADV (SEC/IAPD) ↗