Willow Oak Asset Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

1518 Willow Lawn Dr, Richmond, Virginia,...

Phone Number

(704) 575-3351

Revenue

<$5 Million

Industry

Finance Business Services Project Management Venture Capital & Private Equity
ZI Rank: 1
Signal Type
Mar
Apr
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Aug
ZI Rank
1
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About Willow Oak Asset Management

Willow Oak Asset Management provides customized infrastructure solutions for independent managers, allowing them to focus on investing while the company manages business operations, investor relations, compliance, accounting, and marketing. The firm leverages its expertise to meet the evolving needs of clients at a lower cost than building an internal team. Willow Oak offers integrated operations solutions designed to grow with the demands of firms of all sizes, ensuring that clients can concentrate on value-added activities for their investors. Led by Jessica Greer, the company emphasizes efficiency and innovation in its approach to supporting clients.Explore more
Willow Oak Asset Management's Social MediaPopular SearchesWillow Oak Asset ManagementWillow Oak Asset Management LLCWillow Oak Management LLCWillow Oak Ventures LLCWillow Oak Capital Management LLCSIC Code 62,628NAICS Code 52,523Show more

Willow Oak Asset Management Org Chart

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Willow Oak Asset Manageme...

<$5M
1-10
Private
-
2017
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
11-50
Private
-
2003
<$5M
11-50
Private
-
2008
Carl Berg, Managing Member at Catalyst Financial Partners
Carl BergManaging Member
<$5M
11-50
Private
-
1998
JK
Jeremy KimGeneral Counsel
<$5M
1-10
Private
-
1988
Michael Ake, Chief Financial Officer at LCM Group
Michael AkeChief Financial Officer
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Willow Oak Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Willow Oak Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Willow Oak Asset Management.

Willow Oak Asset Management Tech Stack

A closer look at the technologies used by Willow Oak Asset Management

Willow Oak Asset Management News & Media

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Frequently Asked Questions Regarding Willow Oak Asset Management

What is Willow Oak Asset Management's official website?
Willow Oak Asset Management's official website is www.willowoakfunds.com
What is Willow Oak Asset Management's Revenue?
Willow Oak Asset Management's revenue is <$5 Million
What is Willow Oak Asset Management's SIC code?
Willow Oak Asset Management's SIC: 62,628
What is Willow Oak Asset Management's NAICS code?
Willow Oak Asset Management's NAICS: 52,523
How many employees does Willow Oak Asset Management have?
Willow Oak Asset Management has 1-10 employees
What industry does Willow Oak Asset Management belong to?
Willow Oak Asset Management is in the industry of: Finance, Business Services, Project Management
What is Willow Oak Asset Management competition?
Willow Oak Asset Management top competitors include: NYPPEX Holdings, LCM Group, KStone Partners, Franklin Park Associates
What companies has Willow Oak Asset Management acquired?
Willow Oak Asset Management has acquired the companies: Exis.Net, ONEWEST, NetRover, Dial Assurance
What technology does Willow Oak Asset Management use?
Some of the popular technologies that Willow Oak Asset Management uses are: NS1, Squarespace Online Stores, Adobe Typekit, Google Workspace
How do I contact Willow Oak Asset Management?
Willow Oak Asset Management contact info: Phone number: (704) 575-3351 Website: www.willowoakfunds.com
What does Willow Oak Asset Management do?

Willow Oak Asset Management provides customized infrastructure solutions for independent managers, allowing them to focus on investing while the company manages business operations, investor relations, compliance, accounting, and marketing. The firm leverages its expertise to meet the evolving needs of clients at a lower cost than building an inter... nal team. Willow Oak offers integrated operations solutions designed to grow with the demands of firms of all sizes, ensuring that clients can concentrate on value-added activities for their investors. Led by Jessica Greer, the company emphasizes efficiency and innovation in its approach to supporting clients.Read More

What are Willow Oak Asset Management social media links?
Willow Oak Asset Management Linkedin page Willow Oak Asset Management Twitter page
Is Willow Oak Asset Management a public company?
Willow Oak Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Willow Oak Asset Management

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