Case Study: Blue Oak Capital achieves lean, scalable client reporting with Addepar

How One RIA Uses Addepar to Stay Lean

Blue Oak Capital is a deliberately small Menlo Park RIA — two partners serving about 130 families and $450M in AUA — built around direct, relationship-driven service. That lean model created a challenge: without administrative staff, the firm needed automated, flexible tools to handle performance reporting, reconciliation, and customized client communications so partners could remain hands-on with clients.

Adopting Addepar (with integrations like Redblack and Salesforce and custody via Schwab) gave Blue Oak self-service report customization, multi-currency views, model-portfolio monitoring, and automated data workflows. The result is clearer, faster client reporting, greater capacity to win and manage business, more proactive portfolio oversight, and deeper trust-based relationships — all while keeping the team intentionally small.

Blue Oak Capital

Tom Baker

Founder