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Oaktree Summit

Finance · Clearwater, Florida

FinancialFinance
Clearwater, Florida, United States13 employees$1.9M revenue
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Products & Services

FinancialFinanceInvestement Management

About Oaktree Summit

Oaktree Summit - Preserving legacy while driving growth through AI, automation, and people-first leadership. Oaktree Summit is listed as a company classified under Offices of Other Holding Companies, based in Clearwater, Florida, United States, operating in Investement Management, employing 11-20 people and reporting $1M-$5M in annual revenue.

Its primary NAICS classification is 551112 (Offices of Other Holding Companies). Oaktree Summit is one of 424,069 Financial companies listed in Florida.

Business Contact Information

Address
1230 S Myrtle Ave, Clearwater, Florida, 33756, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Investement Management
IndustryFinancialFinanceInvestement Management

NAICS Codes

  • 55Management of Companies and Enterprises
  • 5511Management of Companies and Enterprises
  • 551112Offices of Other Holding Companies

SIC Codes

  • 67Holding And Other Investment Offices
  • 671Holding Offices
  • 6719Offices of Other Holding Cos.

Company Details

Employees
13 (11-20)
Annual Revenue
$1.9M ($1M-$5M)

Oaktree Summit: frequently asked questions

What does Oaktree Summit do?

Oaktree Summit - Preserving legacy while driving growth through AI, automation, and people-first leadership.

Where is Oaktree Summit located?

Oaktree Summit is headquartered at 1230 S Myrtle Ave, Clearwater, Florida, 33756, United States.

How many employees does Oaktree Summit have?

Oaktree Summit has about 13 employees (the 11-20 range).

What is Oaktree Summit's annual revenue?

Oaktree Summit's annual revenue is estimated at $1.9M (the $1M-$5M range).

What industry is Oaktree Summit in?

Oaktree Summit is in the Financial / Finance industry, and its primary NAICS code is 551112 (Offices of Other Holding Companies).

How can I contact Oaktree Summit?

Its website is oaktreesummit.com.

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In Florida, Factur's 2026 study counted 54 manufacturing quotes worth $10.7M and 9 purchase orders over 12 months: 17% of quotes became orders, against 21% nationally. See the Florida data.

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