Red Oak Partners
- Company typePrivate
- Founded2003
- HeadquartersBoca Raton, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
Red Oak Partners firmographics
Firmographics- Name
- Red Oak Partners
- Legal name
- Red Oak Partners, LLC
- Website
- https://redoakpartners.com
- Company type
- Private
- Founded year
- 2003
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Red Oak Partners industry classification
Industry- Product category
- Hedge Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Equity Long/Short — Industrials/Materials Focus (FSAHAAAN)
- akta.pro secondary industry
- Recapitalizations & Liability Management (Tender/Buybacks, Refinancing) (FSAHACAI)
Keywords
Where Red Oak Partners is headquartered
LocationHeadquarters
- HQ city
- Boca Raton
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Red Oak Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales
Revenue model
- Investment Advisory and Fund Management: Red Oak Partners generates revenue through management of its family of funds including Red Oak Fund, Red Oak Long Fund, Red Oak Long Offshore Fund, and special purpose entities. As a hedge fund manager, the firm likely earns management fees based on assets under management and performance fees based on fund returns, though specific fee structures are not publicly disclosed.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Hedge fund investment vehicles |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
Red Oak Partners product offering
Product offeringCore offering
Red Oak Partners, LLC is an investment advisory firm that manages a family of hedge funds including the Red Oak Long Fund, the Red Oak Long/Short Fund, the Red Oak Long Offshore Fund, and various special purpose entities. The firm invests with a focus on value investing in misunderstood and less followed micro and small cap opportunities primarily in North America, using a diligent, fundamentally driven, intensive research process targeting specific catalysts or events that can unlock value.
Product overview
Red Oak Partners is an investment advisory firm offering a family of funds focused on value investing in misunderstood and less followed opportunities in North America. The core products include the Red Oak Long Fund (long-only fund with 80-100% long exposure), the Red Oak Long/Short Fund (hedged equity fund with value and catalyst-driven strategies), and the Red Oak Long Offshore Fund. The firm also manages various special purpose entities. The funds primarily target micro and small cap public companies, utilizing proprietary fundamental research combining quantitative and qualitative analyses.
Differentiator
Problem solved
Functional benefit
Products and services
- Red Oak Long Fund The Red Oak Long Fund invests in underfollowed and mispriced micro and small cap North American public companies, maintaining approximately 80% to 100% long exposure with no short exposure. It is targeted at qualified and institutional investors seeking long-only, value-oriented micro/small cap exposure.
- Red Oak Long/Short Fund The Red Oak Long/Short Fund is a long/short equity hedge fund focused on investing in underfollowed and mispriced micro and small cap stocks, utilizing value investing and catalyst/event driven strategies. It is targeted at qualified and institutional investors seeking hedged equity exposure to micro/small cap opportunities.
- Red Oak Long Offshore Fund The Red Oak Long Offshore Fund is an offshore fund included in the Red Oak Partners Family of Funds offering, providing a long equity vehicle for qualified non-U.S. investors seeking exposure to underfollowed and mispriced micro and small cap North American public companies.
Quantifiable outcome
- 21%+ compound annualized net returns on long capital deployed since March 2003 inception
- +1 more outcomes
Companies that use Red Oak Partners
Customer profileSegments2 records
Ideal customer profiles1 record
Red Oak Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Red Oak Partners partnerships and signals
Strategic signalScale indicators5 records
Recent moves4 records
Expansion highlights3 records
Red Oak Partners competitors and assessment
Company assessmentBroad incumbents
- Pzena Investment Management: Larger, publicly-traded (NYSE: PZN) U.S. value manager with global and U.S. small/mid cap strategies delivered via mutual funds and SMAs. Comparable to Red Oak on value style but operates at substantially greater scale with broader distribution.
- GAMCO Investors (Gabelli): Large, publicly-traded (NYSE: GBL) value-oriented investment firm running mutual funds, SMAs, and closed-end funds across small/mid caps with an activist heritage. Comparable to Red Oak on value style and activist positioning, but materially larger and broader.
Direct peers
- Ranger Investment Management: U.S.-focused small/mid-cap value manager offering SMAs and a mutual fund (Ranger Small Cap Value). Comparable to Red Oak on strategy and target market.
- Ariel Investments: U.S.-based value equity manager running mutual funds and SMAs concentrated in small- and mid-cap U.S. companies with intensive fundamental research. Directly comparable to Red Oak on strategy style and customer profile.
- Perritt Capital Management: Small, U.S.-focused micro-cap value manager running mutual funds (e.g., Perritt MicroCap Opportunities). Comparable to Red Oak on strategy (deep-value micro-cap), scale, and customer base.
- Heartland Advisors: Mid- and small-cap U.S. value manager offering mutual funds and SMAs (e.g., Heartland Value Fund). Comparable to Red Oak on value style, U.S. small/mid cap focus, and traditional long-only distribution.
- Third Avenue Management: Deep-value, fundamental research-driven manager with a long history of small/mid cap concentration and activism. Directly comparable to Red Oak on value philosophy, activist toolkit, and intensive fundamental approach.
- Dalton Investments: Long/short value-oriented equity manager running hedge fund vehicles and SMAs, with exposure to U.S. small/mid caps and activist catalysts. Directly comparable on long/short structure, value approach, and hedge fund distribution model.
- Royce Investment Partners: Long-established U.S. manager specializing in small-cap and micro-cap value investing via a family of mutual funds and SMAs. Highly comparable to Red Oak on target market (underfollowed micro/small caps), investment philosophy (fundamental value), and customer base (long-term allocators).
- FPA Capital (First Pacific Advisors): U.S. small/mid-cap value manager running mutual funds (e.g., FPA Capital Fund) with concentrated, fundamental-research-driven portfolios. Comparable to Red Oak on strategy, holding concentration, and target investor base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Red Oak Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Red Oak Partners leadership team
Management profileNumber of profiles
Profiles3 records
Red Oak Partners subsidiaries and ownership
Company hierarchySubsidiaries3 records
Red Oak Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Red Oak Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Red Oak Partners
What does Red Oak Partners do?
Red Oak Partners, LLC is an investment advisory firm that manages a family of hedge funds including the Red Oak Long Fund, the Red Oak Long/Short Fund, the Red Oak Long Offshore Fund, and various special purpose entities. The firm invests with a focus on value investing in misunderstood and less followed micro and small cap opportunities primarily in North America, using a diligent, fundamentally driven, intensive research process targeting specific catalysts or events that can unlock value.
Is Red Oak Partners a public or private company?
Red Oak Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Red Oak Partners founded?
Red Oak Partners was founded in 2003. It employs 1 to 10 people.
Where is Red Oak Partners based?
Red Oak Partners is headquartered in Boca Raton, United States, in the North America region.
How does Red Oak Partners make money?
One revenue line is on record: investment Advisory and Fund Management.
Who are Red Oak Partners's main competitors?
Broad incumbents on record are Pzena Investment Management and GAMCO Investors (Gabelli). Direct peers are Ranger Investment Management, Ariel Investments, Perritt Capital Management, Heartland Advisors, Third Avenue Management, Dalton Investments, Royce Investment Partners and FPA Capital (First Pacific Advisors).
Does Red Oak Partners have an API?
No public API is recorded for Red Oak Partners.
What industry is Red Oak Partners in?
Red Oak Partners's product category is Hedge Fund Management. Its primary akta.pro industry code is FSAHAAAN, Equity Long/Short — Industrials/Materials Focus, with a secondary code of FSAHACAI, Recapitalizations & Liability Management (Tender/Buybacks, Refinancing). Its NAICS code is 523940 and its SIC code is 6282.