Connecting Sources and Uses of Capital
Our team streamlines investor outreach workflows and distributes marketing materials on the manager's behalf throughout the engagement.
Oakpoint’s Investor Relations Services is an alternative solution for managers interested in accessing a broad range of prospective investors.
Our alliance with PilotShip Partners offers a unique for fee service to help private funds navigate the broad institutional investor landscape.
ABOUT OAKPOINT ADVISORS
Oakpoint Advisors is a Tampa, Florida-based registered broker-dealer formed in 2009. As your alternative asset placement agent, we aim to provide our clients with innovative solutions while providing the best-in-class private funds and direct investment opportunities with the appropriate pools of capital.
OAKPOINT ADVISORS PROCESS
Our process requires an in-depth understanding of our managers' investment and non-investment functions and is modeled to align our success with our managers'. We strive to become trusted partners and a valid extension of the manager and its brand.
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100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602
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Brokerage services provided by Oakpoint Solutions LLC, a registered broker-dealer with the SEC Member FINRA | SIPC | Disclosure
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