Family Office

Oak Root (ORL)

Oak Root is a US investment management firm founded in 2015 by Kevin Root and based in Santa Barbara, California.As of December 31, 2025, the firm managed $909m on a discretionary basis and $11m on a non-discretionary basis.

Assets Under Management
$250M-$1B
Headquarters
Santa Barbara, California

Decision-makers

Kevin Root
Founder & Managing Member
Members only

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