Laraine
Villapiano

One Oak Capital Management, LLC

CRD#854208
Investment Advisor
in Purchase, NY

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About this Advisor

Laraine Villapiano is a financial advisor based in Purchase, New York, working with One Oak Capital Management, LLC. Laraine has previously held positions at One Oak Capital Management LLC and Concord Investment Management. Laraine has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Laraine is part of One Oak Capital Management, LLC, which operates out of Purchase, New York. The firm has 12 employees and manages assets totaling $283.1 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at One Oak Capital Management, LLC includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

287 Bowman Ave.
Purchase, NY 10577

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One Oak Capital Management, LLC Brokerage Details

Total Assets Under Management

$283,111,904

NY Average: $7,464,549,021
Total Number of Employees

12

NY Average: 88
Total Number of Accounts

372

NY Average: 3,892
Average Account Size

$761,054

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Laraine Villapiano Work History

2021 - Present (3 years)

One Oak Capital Management LLC

1989 - 2021 (32 years)

Concord Investment Management

Disclosures

Please visit the SEC profile of Laraine Villapiano to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at One Oak Capital Management, LLC

James Crabb
Purchase, NY
Gary Reetz
Bronxville, NY
Laraine Villapiano
Purchase, NY
Michael Derosa
Purchase, NY

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