West Oak Capital, LLC Info

West Oak Capital, LLC info

West Oak Capital, LLC (SEC CIK 1387399) first filed with the SEC on 2007-02-05 (Form 13F-HR) and has filed 81 times since, including 76 Form 13F-HR quarterly holdings reports. It is organized in — and registered at 2801 TOWNSGATE ROAD, SUITE 112, WESTLAKE VILLAGE, CA, 91361.

Name: Value West Oak Capital, LLC.
SEC CIK: Value 1387399.
State of organization: Value —.
Business address: Value 2801 TOWNSGATE ROAD, SUITE 112, WESTLAKE VILLAGE, CA, 91361.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	West Oak Capital, LLC
SEC CIK	1387399
State of organization
Business address	2801 TOWNSGATE ROAD, SUITE 112, WESTLAKE VILLAGE, CA, 91361
Mailing address	2801 TOWNSGATE ROAD, SUITE 112, WESTLAKE VILLAGE, CA, 91361
Phone	(805) 230-8282
Fiscal year end
Former names	Live Oak Capital, LLC (2007-02-05 to 2007-08-14)

SEC Filing History

Field	Value
First SEC filing	2007-02-05 (Form 13F-HR)
Latest SEC filing	2025-10-03 (Form 13F-HR)
Filings on EDGAR	81
First Form 13F-HR	2007-02-05 (quarter ended 2006-12-31)
Latest Form 13F-HR	2025-10-03 (quarter ended 2025-09-30)
Form 13F-HR filings	76

Filings by Form

Form	Filings	Latest
13F-HR	76	2025-10-03
13F-HR/A	3	2025-01-14
N-PX	2	2025-07-17

Filings by Year

Year	Filings	Form 13F-HR
2025	6	4
2024	5	4
2023	4	4
2022	5	4
2021	4	4
2020	4	4
2019	4	4
2018	4	4
2017	4	4
2016	4	4
2015	4	4
2014	4	4
2013	5	4
2012	4	4
2011	4	4
2010	4	4
2009	4	4
2008	4	4
2007	4	4

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