SEC / IAPD
Investment adviser registration and Form ADV records, where applicable.
Oak Bridge Capital verification center
This page organizes company information and the independent sources that can be used to confirm it.
Verification standard
Evidence-first publication
A polished website is not proof of a financial firm's legitimacy. Material claims should be checked against primary regulatory, corporate, custody, clearing, and other authoritative records before production publication.
Corporate identity
| Field | Company-provided information | Status |
|---|---|---|
| Brand | Oak Bridge Capital | Company-provided information — verify against the applicable authoritative source. |
| Legal entity | Oak Bridge Capital Management, Inc. | Company-provided information — verify against the applicable authoritative source. |
| Jurisdiction | Delaware, United States | Company-provided information — verify against the applicable authoritative source. |
| Principal office | 455 Madison Avenue, Floor 18, New York, NY 10022, United States | Company-provided information — verify against the applicable authoritative source. |
| Domain | oakbridgecapital.capital | Verify domain ownership and production DNS. |
| Telephone | +1 (212) 555-0148 | Company-provided contact number. |
Regulatory information
| Item | Company-provided information | Status |
|---|---|---|
| SEC file | 801-74219 | Company-provided information — verify against the applicable authoritative source. |
| IARD | 326184 | Company-provided information — verify against the applicable authoritative source. |
| CRD | 291847 | Company-provided information — verify against the applicable authoritative source. |
| Primary registration | Registered Investment Adviser | Company-provided information — verify against the applicable authoritative source. |
| FINRA / SIPC | FINRA, SIPC | Company-provided information — verify against the applicable authoritative source. |
| States | New York, California, Illinois, Florida, Texas, Massachusetts, Washington | Company-provided information — verify against the applicable authoritative source. |
Use the listed authoritative records to independently confirm registration and membership information.
Independent sources to connect
FINRA BrokerCheck
Brokerage firm and registered-person records, where applicable.
State regulators
State registration and licensing records, where applicable.
Corporate registry
Legal entity formation and corporate-status records.
Custody / clearing
Actual customer-asset custody, clearing, and execution relationships.
How to verify
- Confirm the exact legal entity name.
- Search the relevant government or self-regulatory database.
- Compare the registration status, address, and disclosures.
- Confirm that the website and official communications use the same identity.
- Verify custody, clearing, banking, and customer-protection arrangements separately.
- Check the date of every source before relying on it.