Wealth Manager • Santa Barbara, United States

Oak Root

Oak Root is a wealth manager based in Santa Barbara, United States, founded in 2015. Verified contact details, AUM data, and investment preferences on FindLPs.

2015
Year Founded
Wealth Manager
Investor Type
Santa Barbara, United States
Headquarters
About

Oak Root

Oak Root is a wealth manager based in Santa Barbara, US. Founded in 2015.

Investment Focus

What Oak Root Invests In

Investment types: Early Stage, Early Stage: Seed, Early Stage: Start-up, Expansion / Late Stage, Venture (General)

Location: 2692 Sycamore Canyon Road

Contact Oak Root

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.