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One Oak Capital Management, LLC
Hedge Fund
One Oak Capital Management is a New York-based SEC Registered Investment Adviser founded in 2013. It specializes in institutionally oriented investment strategies, focusing on investment-grade municipal, corporate, and municipal high-income markets with a disciplined portfolio risk management framework.
Overview and Management
Establishment Year
2013
Mission
To provide differentiated strategies meeting absolute return or high tax-free income objectives through disciplined risk management.
Values
Discipline, expertise, and providing tax-advantaged income solutions.
Investment Roles
General Partner (GP)
Participant Demographics
Serves institutional and professional investors seeking tax-advantaged income and fixed-income solutions.
Generational Wealth Planning
Risk Tolerance
Moderate risk tolerance with a focus on credit and interest rate risk management.
References or Case Studies
Team Experience
Experienced fixed-income specialists recognized as thought leaders in municipal and corporate bond markets.
Notable Achievements
Morningstar 4-star rating and Zephyr’s PSN Top Gun awards for both Enhanced Municipal and Taxable Municipal Portfolios.
Project Track Record
Focused on U.S. municipal and corporate bond markets with strong performance in fixed-income strategies.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No notable violations mentioned.
sditursi@oneoakcapitalmgmt.com
Phone Number
914-205-5821
Address
Purchase United States