Data / Investment advisers / Texas / Live Oak Investment Partners
Live Oak Investment Partners, Austin, TX: $266 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Live Oak Investment Partners is an SEC registered investment adviser with its main office in Austin, Texas and reports $266 million in regulatory assets under management in its Form ADV filed June 12, 2026. Its clients include high net worth individuals, individuals and investment companies. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Live Oak Investment Partners (CRD number 304406): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 304406
- SEC file number
- 801-116882
- SEC status
- Approved, effective July 2, 2019
- Legal name
- Live Oak Investment Partners, LLC
- Main office
- 3103 Bee Cave Road Suite 104, Austin, TX 78746
- Phone
- (512) 532-4700
- Website
- investliveoak.com
- Regulatory AUM
- $266,414,241 in the Form ADV filed June 12, 2026
- Discretionary AUM
- $242,269,756
- Non discretionary AUM
- $24,144,485
- Accounts
- 823
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 67 | $164.3 million |
| Individuals (other than high net worth individuals) | 253 | $78 million |
| Investment companies | 10 | $24.1 million |
| Other investment advisers | 1 | $911 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $266.4 million | June 12, 2026 |
| December 1, 2025 | $235.5 million | June 23, 2025 |
Other advisers in Austin
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Techquity Capital Management | Austin | $329 million | 2 | adviserinfo.sec.gov |
| Founder Family Financial, LLC | Austin | $321 million | 3 | adviserinfo.sec.gov |
| Nextbio Capital Management LP | Austin | $305.2 million | 6 | adviserinfo.sec.gov |
| Austin Money Management Corporation | Austin | $296.1 million | Not listed | adviserinfo.sec.gov |
| Buildgroup Management | Austin | $294.4 million | 4 | adviserinfo.sec.gov |
| Recurring Capital Management Company, LLC | Austin | $250.4 million | 9 | adviserinfo.sec.gov |
| Dean Wealth Partners, LLC | Austin | $249.8 million | Not listed | adviserinfo.sec.gov |
| 994 Group | Austin | $244.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Austin, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Live Oak Investment Partners on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.