Oakpoint Advisors operates through its registered broker-dealer, Oakpoint Solutions LLC.  The firm specializes in the development and execution of tailored capital formation solutions for private funds and companies. In this capacity, we collaborate with select General Partners (GPs) and companies to facilitate private placements.

 

Acting as a private placement agent, we implement strategic marketing plans on behalf of our clients, streamlining investor outreach and distributing marketing materials throughout the engagement. This process requires a deep understanding of both the investment and operational aspects of the managers we represent.

 

Our economic model is designed to align our success with that of our clients, ensuring a shared commitment to achieving fundraising goals. Oakpoint Solutions LLC takes a strategic and selective approach, partnering exclusively with high-caliber, differentiated managers to maximize success in every capital-raising engagement.