Kartik Ashok Pawar
Investment adviser representative at One Oak
10 yearsExperience
2 statesRegistered in
$110.4MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- One OakSep 2025 to now
- One Oak Holdings, LLCJul 2025 to now
- UnemployedApr 2025 to Jul 2025
- HarbourvestAug 2022 to Apr 2025
- UnemployedApr 2022 to Aug 2022
- Dyson Capital AdvisorsAug 2021 to Apr 2022
- Cambridge AssociatesJan 2018 to Aug 2021
- Investure LLCApr 2016 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (MD, NJ).
One Oak
Legal name: One Oak Holdings LLC
$110.4MAssets managed
18Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8164942
- Firm CRD
- 334282