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Red Oak Partners Logo
Red Oak Partners CB Rank
1073800
Heat Score
45
Red Oak Partners is an investment advisory firm that offers funding analysis, liquidity management, and financial planning services.
Founded
obfuscation
Private Boca Raton, Florida, United States1-10 redoakpartners.com/
Advice
Angel Investment
Finance
Funding Platform
Overview

Red Oak Partners
Heat Score
45

Growth Score
pts
in past quarter
Heat Score 45
0 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Red Oak Partners

CB Rank
1073800
Red Oak Partners is an investment advisory firm that offers funding analysis, liquidity management, and financial planning services.
Founded
obfuscation
Private Boca Raton, Florida, United States1-10 redoakpartners.com/
Advice
Angel Investment
Finance
Funding Platform

Details

Legal Name Red Oak Partners, LLC
Operating Status Active
Company Type For Profit
Founders  David Sandberg
Phone Number +1 212-614-8952
Contact Email info@redoakpartners.com
Predictions & Insights

Growth Insight

See this Growth Insight
Red Oak Partners is
Lorem
 to be growing
Top Contributing Factors
Strategic Investment

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Growth Insight

Products & Services

Red Oak Long Fund
An investment fund focusing on undervalued micro and small cap North American public companies with long exposure and no short positions.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10
News

News and Press

News•Nov 11, 2025
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News•Oct 21, 2024
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News•Aug 14, 2023
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

IT Spend

$221KThis year, Red Oak Partners is projected to spend $221K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
AI Forex Trading Logo
AI Forex Trading
100
Student Retention/Remediation in Higher Education Logo
Student Retention/Remediation in Higher Education
94
Cryptocurrency Recruitment Logo
Cryptocurrency Recruitment
90

Total IP

1Red Oak Partners has 1 registered trademark in the 'Insurance; financial affairs' class, according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Red Oak Partners's headquarters? Red Oak Partners is located in Boca Raton, Florida, United States.Who are Red Oak Partners's competitors? Alternatives and possible competitors to Red Oak Partners may include Tributary Funds, Oberweis Asset Management, and  Otsi Keta Capital.
Who We Are
What We Do
Helpful Links
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