Loading organizations...
§ Venture Capital · Stamford, CT, USA
An organization whose specific business activities, services, and market focus are not publicly identified in available information.
Oak Capital Management, LLC delivers comprehensive financial advisory and wealth management services, constructing bespoke strategies for its clientele. The firm integrates objective perspectives with personalized planning, focusing on long-term financial health. They offer guidance across investment, retirement, and estate planning, aligning strategies with individual and business financial objectives.
Founded in 2010 by Troy Barrentine, Oak Capital Management emerged from the insight that a personalized, client-centric approach was essential in financial services. Barrentine, active since 1993, established the firm to break from traditional corporate structures, fostering a collaborative advisory environment. This enables tailored financial advice and direct client partnerships.
The firm serves individuals, families, and businesses, providing tailored solutions for varied financial demands. Oak Capital Management guides clients through every financial journey stage, emphasizing integrity and excellence. Its vision centers on building enduring relationships and enabling informed wealth decisions, consistently prioritizing client best interests.
Capital Oak has 1 tracked investment across 1 company. The latest tracked deal is $1.3M Seed in MVX in August 2021.
| Date | Company | Round | Lead Investor(s) | Co-Investor(s) |
|---|---|---|---|---|
| Aug 5, 2021 | MVX | $1.3M Seed | — | Founders Factory, Satoshi Shinada, Launch Africa, The Continent Venture Partners |