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Private company

OAK MANAGEMENT CORP

Last updated Oct 21, 2026.

Overview

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Corporate structure

OAK MANAGEMENT CORP sits at the top of its group. 3 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of OAK MANAGEMENT CORP

  • Fredric Ward Harman Owns 10% to 25% of Oak Management Corp, since 06/1994 (Form ADV)
  • David Bradley Walrod Owns 5% to 10% of Oak Management Corp, since 12/2000 (Form ADV)
  • The Efg Trust II U/a Dtd 12/21/93 Owns 5% to 10% of Oak Management Corp, since 07/2004 (Form ADV)
  • Grace Anne Ames Owns 5% to 10% of Oak Management Corp, since 06/2009 (Form ADV)
  • Bandel & Paula Carano Trust Dated Owns 10% to 25% of Oak Management Corp, since 06/2009 (Form ADV)
  • Fredric & Stephanie Harman, As Trust Created By Agrmnt 7/26/96 Owns 10% to 25% of Oak Management Corp, since 06/2009 (Form ADV)
  • Edward Fellows Glassmeyer Owns 10% to 25% of Oak Management Corp, since 06/2009 (Form ADV)
  • Ann Huntress Lamont Owns 10% to 25% of Oak Management Corp, since 06/2009 (Form ADV)
  • Qualified Marital Trust Uw Fbo Owns 10% to 25% of Oak Management Corp, since 09/2017 (Form ADV)
  • Andrew William Adams Owns 5% to 10% of Oak Management Corp, since 06/2009 (Form ADV)
  • Bandel Lewis Carano Owns control (general partner, trustee or manager) of Bandel & Paula Carano Trust Dated 1/12/04, since 01/2004 (Form ADV)
  • Paula Michelle Carano Owns control (general partner, trustee or manager) of Bandel & Paula Carano Trust Dated 1/12/04 The F.&s. Harman Family Trust Created By Agrmnt 7/26/96 The F.&s. Harman Family Trust Created By Agrmnt 7/26/96 M. Glassmeyer Trustee M. Glassmeyer, Trustee, since 01/2004 (Form ADV)

Built from major holders from Schedules 13D and 13G; stakes of 5% or more it reported on Schedules 13D and 13G (2 companies); owners and owned firms from Form ADV, the registration investment advisers file with the SEC. Each entity in the chart links to its source.

Investment adviser

OAK MANAGEMENT CORP is registered with the SEC as an investment adviser. This is what it reports on Form ADV, the registration every adviser files and keeps current.

Who owns it

Owners of 5% or more as the firm lists them (Schedule A), and the owners of those owners up the chain (Schedule B).

  • BANDEL & PAULA CARANO TRUST DATEDowns 10% to 25%, since 06/2009
  • FREDRIC & STEPHANIE HARMAN, AS TRUST CREATED BY AGRMNT 7/26/96owns 10% to 25%, since 06/2009
  • Edward Fellows Glassmeyerowns 10% to 25%, since 06/2009
  • Fredric Ward Harmanowns 10% to 25%, since 06/1994
  • Ann Huntress Lamontowns 10% to 25%, since 06/2009
  • QUALIFIED MARITAL TRUST UW FBOowns 10% to 25%, since 09/2017
  • Andrew William Adamsowns 5% to 10%, since 06/2009
  • Grace Anne Amesowns 5% to 10%, since 06/2009
  • THE EFG TRUST II U/A DTD 12/21/93owns 5% to 10%, since 07/2004
  • David Bradley Walrodowns 5% to 10%, since 12/2000
  • Bandel Lewis Caranoowns general partner, trustee or manager of BANDEL & PAULA CARANO TRUST DATED 1/12/04, since 01/2004
  • Paula Michelle Caranoowns general partner, trustee or manager of BANDEL & PAULA CARANO TRUST DATED 1/12/04 THE F.&S. HARMAN FAMILY TRUST CREATED BY AGRMNT 7/26/96 THE F.&S. HARMAN FAMILY TRUST CREATED BY AGRMNT 7/26/96 M. GLASSMEYER TRUSTEE M. GLASSMEYER, TRUSTEE, since 01/2004

Filings

16 filings to the SEC since October 2021: 16 other. The latest 16:

  1. Feb 28, 2025N-PX EDGAR
  2. Feb 14, 202513F-HR EDGAR
  3. Nov 14, 202413F-HR EDGAR
  4. Aug 14, 202413F-HR EDGAR
  5. Aug 8, 2024N-PX EDGAR
  6. May 15, 202413F-HR EDGAR
  7. Feb 5, 202413F-HR EDGAR
  8. Nov 7, 202313F-HR EDGAR
  9. Aug 8, 202313F-HR EDGAR
  10. May 8, 202313F-HR EDGAR
  11. Feb 6, 202313F-HR EDGAR
  12. Nov 7, 202213F-HR EDGAR
  13. Aug 8, 202213F-HR EDGAR
  14. May 9, 202213F-HR EDGAR
  15. Feb 7, 202213F-HR EDGAR
  16. Nov 8, 202113F-HR EDGAR

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Stakes it holds

OAK MANAGEMENT CORP has told the SEC it owns more than 5% of 2 companies, latest first (Schedules 13D and 13G).

Sources

The numbers on this page point here. Each one links to the record it came from.

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