RED OAK PARTNERS, LLC

HTTP://WWW.REDOAKPARTNERS.COM BOCA RATON, FL Investment Advisor Activist Investor Hedge Fund How do I update this listing?

RED OAK Partners is based out of Boca Raton. RED OAK Partners is a hedge fund with discretionary assets under management (AUM) of $0 (Form ADV from 2021-03-22). Whalewisdom has at least 73 13D filings, 48 13G filings, and 8 Form 4 filings

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Contact Info

red oak partners, llc
95 S. FEDERAL HWY
BOCA RATON FL    33432

Business Phone: 6466883436
SEC SIC CODE:
3672-PRINTED CIRCUIT BOARDS
Current 13D/G Holdings
Stock Sector Shares Held Market Value Rank Source Source Date
SMTC Corp (SMTX) INFORMATION TECHNOLOGY 6,194,541 30,724,923.36 1 13D 2019-06-20
CORD BLOOD AMERICA (CBAI) HEALTH CARE 381,052,632 3,810,526.32 2 13D 2018-02-06
UNITEK GLOBAL SERVICES INC COMMON (UNTKQ) INDUSTRIALS 2,034,701 3,235,174.59 3 13D 2014-06-16

View Last Form Adv Compilation Report on Record

RED OAK PARTNERS, LLC
95 S. FEDERAL HWY, SUITE 201
BOCA RATON FL    33432
Country: United States

Business Phone: 212-614-8952
Fax: 646-390-6784
Professional Investment Advisor Data
SEC Registration as :
Form of Organization: Limited Liability Company
Organized in: FL
Number of employees:
Other Business Activities:
Advisor Fees/Compensation:
Amount of client funds and securities:
Total Number of Clients: 0
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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RED OAK PARTNERS, LLC

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
SANDBERG, DAVID MANAGING MEMBER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2003-02-01
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER/CCO direct 2003-02-01
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-02-01
RED OAK PARTNERS, LLC MANAGING MEMBER direct 2003-03-01
PERTIERRA, ADRIAN, JUSTIN CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED OAK PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2008-05-01
RED OAK PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
PERTIERRA, ADRIAN, JUSTIN CHIEF FINANCIAL OFFICER 05/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED OAK PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2008-05-01
RED OAK PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
THE RED OAK LONG FUND, LP United States 805-8667146201 Hedge Fund 16,769,530 500,000 Master Fund
THE RED OAK FUND, LP United States 805-1066258052 Hedge Fund 47,330,907 500,000
RED OAK SG LLC United States 805-7503187155 Private Equity Fund 228,381 40,000
THE RED OAK INSTITUTIONAL FOUNDERS LONG FUND, LP United States 805-1098782764 Hedge Fund 22,046,145 500,000

RED OAK PARTNERS, LLC

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
THE RED OAK LONG FUND, LP United States 805-8667146201 Hedge Fund 16,435,106 500,000 Master Fund
THE RED OAK FUND, LP United States 805-1066258052 Hedge Fund 34,569,542 500,000
RED OAK SG LLC United States 805-7503187155 Private Equity Fund 516,538 40,000
PINNACLE OPPORTUNITIES FUND, LP United States 805-4836644304 Hedge Fund 17,966,489 500,000
THE RED OAK INSTITUTIONAL FOUNDERS LONG FUND, LP United States 805-1098782764 Hedge Fund 43,779,428 500,000

RED OAK PARTNERS, LLC

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
SANDBERG, DAVID MANAGING MEMBER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2003-02-01
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER/CCO direct 2003-02-01
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-02-01
RED OAK PARTNERS, LLC MANAGING MEMBER direct 2003-03-01
PERTIERRA, ADRIAN, JUSTIN CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED OAK PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2008-05-01
RED OAK PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
PERTIERRA, ADRIAN, JUSTIN CHIEF FINANCIAL OFFICER 05/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED OAK PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2008-05-01
RED OAK PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
THE RED OAK INSTITUTIONAL FOUNDERS LONG FUND, LP United States 805-1098782764 Hedge Fund 43,779,428 500,000
PINNACLE OPPORTUNITIES FUND, LP United States 805-4836644304 Hedge Fund 17,966,489 500,000
THE RED OAK LONG FUND, LP United States 805-8667146201 Hedge Fund 16,435,106 500,000 Master Fund
THE RED OAK FUND, LP United States 805-1066258052 Hedge Fund 34,569,542 500,000
RED OAK SG LLC United States 805-7503187155 Private Equity Fund 516,538 40,000

RED OAK PARTNERS, LLC

ownership team - last updated 2018-11-20
Name Title Start Date Direct/Indirect % Ownership
SANDBERG, DAVID MANAGING MEMBER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2003-02-01
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER/CCO direct 2003-02-01
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-02-01
RED OAK PARTNERS, LLC MANAGING MEMBER direct 2003-03-01
PERTIERRA, ADRIAN, JUSTIN CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED OAK PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2008-05-01
RED OAK PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
PERTIERRA, ADRIAN, JUSTIN CHIEF FINANCIAL OFFICER 05/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED OAK PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2008-05-01
RED OAK PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
THE RED OAK INSTITUTIONAL FOUNDERS LONG FUND, LP United States 805-1098782764 Hedge Fund 42,028,548 500,000
PINNACLE OPPORTUNITIES FUND, LP United States 805-4836644304 Hedge Fund 20,703,466 500,000
THE RED OAK LONG FUND, LP United States 805-8667146201 Hedge Fund 13,712,190 500,000 Master Fund
THE RED OAK FUND, LP United States 805-1066258052 Hedge Fund 32,170,213 500,000
RED OAK SG LLC United States 805-7503187155 Private Equity Fund 521,263 40,000

RED OAK PARTNERS, LLC

ownership team - last updated 2017-08-03
Name Title Start Date Direct/Indirect % Ownership
PERTIERRA, ADRIAN, JUSTIN CHIEF FINANCIAL OFFICER 05/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED OAK PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2008-05-01
RED OAK PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
PERTIERRA, ADRIAN, JUSTIN CHIEF COMPLIANCE OFFICER 06/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
RED OAK PARTNERS, LLC CHIEF FINANCIAL OFFICER direct 2008-05-01
RED OAK PARTNERS, LLC CHIEF COMPLIANCE OFFICER direct 2014-06-01
SANDBERG, DAVID MANAGING MEMBER 03/01/2003 Direct 75% or more
Fund Name Position direct/indirect start date end date
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER direct 2003-02-01
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER/CCO direct 2003-02-01
RED OAK CAPITAL PARTNERS, LLC MANAGING MEMBER/CHIEF COMPLIANCE OFFICER direct 2003-02-01
RED OAK PARTNERS, LLC MANAGING MEMBER direct 2003-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
THE RED OAK INSTITUTIONAL FOUNDERS LONG FUND, LP United States 805-1098782764 Hedge Fund 23,973,236 500,000
PINNACLE OPPORTUNITIES FUND, LP United States 805-4836644304 Hedge Fund 20,508,405 500,000
THE RED OAK LONG FUND, LP United States 805-8667146201 Hedge Fund 11,486,118 500,000 Master Fund
THE RED OAK FUND, LP United States 805-1066258052 Hedge Fund 30,474,695 500,000

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