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Laraine Fleisher Villapiano

ONE OAK Capital Management, LLC

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About Laraine Fleisher Villapiano

Laraine Villapiano is an Investment Advisor Representative associated with One Oak Capital Management, LLC. Laraine Villapiano is registered with the state of New York and has been in the industry since 06/1989. Laraine Villapiano is licensed to provide investment advice in the following areas: Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, and Portfolio Management for Pooled Investment Vehicles. Laraine Villapiano has been with One Oak Capital Management, LLC since 04/2021. Before joining One Oak Capital Management, LLC, Laraine Villapiano was with Concord Investment Management in New York, NY. Laraine Villapiano holds a Series 65 license. Laraine Villapiano specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Laraine Villapiano is currently registered with ONE OAK Capital Management, LLC. ONE OAK Capital Management, LLC is a Purchase, NY-based investment advisor managing over $283 million in assets for clients including individuals, high-net-worth individuals, pension and profit-sharing plans, state or municipal government entities, pooled investment vehicles, and other investment advisors. The firm offers portfolio management services for individuals, businesses, and pooled investment vehicles, and also provides selection of other advisors.
ONE OAK Capital Management, LLC

287 BOWMAN AVE.

PURCHASE, NY 10577

$283.11M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Laraine Villapiano’s Registration & Firm History

NY

05/07/2021 - Present

ONE OAK Capital Management, LLC (PURCHASE NY)

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Licenses & Designations

IA

Issued 05/01/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Laraine Fleisher Villapiano.
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