Red Oak Partners

Boca Raton, United States Founded: 2003 • Age: 23 yrs
Investment advisory firm specializing in value investing and fund management in North America.

About Red Oak Partners

Red Oak Partners is a Technology company based in Boca Raton (United States) founded in 2003 by David Sandberg. Investment advisory firm specializing in value investing and fund management in North America. It operates on a B2B model. Red Oak Partners has completed 2 acquisitions, including Acquire Automation and NexusTek. Red Oak Partners offers products and services including Red Oak Fund and Red Oak Long Fund. Its focus areas include FinTech, Investment Tech, Value Investing and North America Opportunities. Its legal entity is Red Oak Partners, LLC.

Company details

Red Oak Partners, LLC is an investment advisory firm founded in 2003, based in Boca Raton, Florida. It focuses on value investing in misunderstood opportunities through intensive research and specific catalysts. The firm manages funds like the Red Oak Fund and Long Fund, targeting North American markets for investors seeking stability and performance.

  • Headquarters Boca Raton, United States
  • Founders David Sandberg
  • Sectors
    Technology
  • Email
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  • Phone
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  • Website redoakpartners.com
  • Legal Name Red Oak Partners, Llc
Key Metrics

Products & Services of Red Oak Partners

Red Oak Partners offers a comprehensive portfolio of products and services, including Red Oak Fund and Red Oak Long Fund.

Red Oak Fund
Investment Fund

Fund for value investing in misunderstood opportunities

Red Oak Long Fund
Investment Fund

Long fund targeting North American value assets

People of Red Oak Partners

1 people are tracked at Red Oak Partners (1 in leadership).

NameRoleGroup
David Sandberg
Founder, Chief Investment OfficerLeadership
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Investments & Acquisitions by Red Oak Partners

Red Oak Partners has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Acquire Automation and NexusTek.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Automation services are facilitated via acquireautomation.com domain.
acquireautomation.com0Sep 2015β€’β€’β€’β€’
Cloud & Managed IT services
nexustek.comCentennial, United States1996Jun 2014β€’β€’β€’β€’
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Timeline of Red Oak Partners

3 dated milestones of Red Oak Partners across 12 years, from founding to its latest funding, stage changes and deals.

  1. Founded Red Oak Partners is founded.
  2. Acquisition Acquires NexusTek.
  3. Acquisition Acquires Acquire Automation.

Top companies in Investment & Financial Technology

3 companies that operate in the same segment as Red Oak Partners (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Commission-free trading and investment services are provided by Robinhood.
2013Menlo Park, California, United StatesUSD 5.58 BUSD 2.98 B4,841
Financial data and investment advisory tools are offered online.
1984Chicago, Illinois, United StatesUSD 91 MUSD 351.25 K6
App-based platform for spare change investment
2012Irvine, California, United StatesUSD 587.84 M602
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Related news about Red Oak Partners

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Frequently Asked Questions about Red Oak Partners

Red Oak Partners was founded in 2003.

Red Oak Partners is headquartered in Boca Raton, United States. It is registered at Boca Raton, Florida, United States.

Red Oak Partners, LLC is an investment advisory firm founded in 2003, based in Boca Raton, Florida. It focuses on value investing in misunderstood opportunities through intensive research and specific catalysts. The firm manages funds like the Red Oak Fund and Long Fund, targeting North American markets for investors seeking stability and performance.

Red Oak Partners offers Red Oak Fund and Red Oak Long Fund.

Red Oak Partners has made 2 acquisitions, including Acquire Automation, and NexusTek.

Red Oak Partners operates through Red Oak Partners, Llc.

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