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GREAT OAK CAPITAL PARTNERS, LLC
CRD 281045File 801-116681
APPROVED
Retail clients
Custody
Filing as of Apr 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$477.9M
Above cohort median (national)
Discretionary AUM
$467.4M
Non-discretionary $10.5M
Clients
591
1,871 accounts
Employees
7
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- May 24, 2019
- Principal office
- 105R DEPOT STREET, SUITE 5, SOUTH EASTON, MA, 02375
- Phone
- (508) 230-7100
- Website
- HTTP://WWW.GREATOAKCP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $477.9M
- Discretionary AUM
- $467.4M
- Non-discretionary AUM
- $10.5M
- Discretionary accounts
- 1,867
- Non-discretionary accounts
- 4
- Total accounts
- 1,871
- AUM per client
- $809K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 144 | $316.2M |
| Pension and profit sharing plans | Fewer than 5 | $10.5M |
| Individuals (other than high net worth individuals) | 447 | $151.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 562 | 591 | increased by29 |
| Mar 1, 2026 | AUM | $390,331,995 | $477,932,440 | increased by$87,600,445 |
| Mar 1, 2026 | Accounts | 1,760 | 1,871 | increased by111 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 433 | 562 | increased by129 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $267,000,000 | $390,331,995 | increased by$123,331,995 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,304 | 1,760 | increased by456 |
| Mar 1, 2022 | Custody | No | Yes | |
| Mar 1, 2022 | Clients | 397 | 433 | increased by36 |
| Mar 1, 2022 | AUM | $182,000,000 | $267,000,000 | increased by$85,000,000 |
| Mar 1, 2022 | Accounts | 989 | 1,304 | increased by315 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GREAT OAK” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GREAT OAK” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.