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Connecting Sources and Uses of Capital

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Our team streamlines investor outreach workflows and distributes marketing materials on the manager's behalf throughout the engagement.

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Oakpoint’s Investor Relations Services is an alternative solution for managers interested in accessing a broad range of prospective investors.

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Our alliance with PilotShip Partners offers a unique for fee service to help private funds navigate the broad institutional investor landscape.

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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. 

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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.

OUR HISTORY

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GET IN TOUCH

100 South Ashley Drive, Suite 1130, Tampa, Fl. 33602

SERVICES

CONTACT US

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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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