About Us

About Us

Red Oak Partners, LLC is an SEC-registered investment adviser based in Boca Raton, FL with offices also in New York, NY. The Firm was founded in 2003 by David Sandberg, who serves as CIO and oversees all investment activity.

Red Oak employs an event-driven, value-oriented investment style. The Firm seeks to identify misunderstood investment opportunities with identified catalysts to unlock value. Disciplined risk evaluation and a focus on capital preservation are essential to the investment process.

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PRIMARY RESEARCH & DILIGENCE

• Independent Identification of Targets

• Proprietary Analysis

• Private Equity Style Diligence

MANAGEMENT OF KEY
RISKS

• GP Alignment

• Liquidity Management cell phone spy software

• Short Exposure Limits

OPERATIONAL RISK MANAGEMENT

• Governance Controls

• Fraud Prevention

• Disaster Recovery

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