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Connecting Sources and Uses of Capital

Our Full Suite of Services Include:

OAKPOINT ADVISORS

Oakpoint Advisors specializes in crafting and executing bespoke capital formation strategies for private funds and companies. Through its registered broker-dealer, Oakpoint Solutions LLC, the firm collaborates with select GPs and companies in a private placement capacity. In addition, Oakpoint Advisors provides comprehensive outsourced Investor Relations services. Headquartered in Tampa, Florida, and established in 2009, we serve as your trusted alternative asset placement agent, offering innovative solutions and connecting clients with top-tier private funds and direct investment opportunities.

 

Our approach is built on a deep understanding of both investment and operational functions, ensuring our success aligns with that of our partners. We focus on becoming trusted collaborators and a seamless extension of each manager's brand.

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Drive Growth in Your Business:

Capital Raising

Investor Relation Services

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15+

Years

Experience

Current

20+

Investments

8

Specialist

Industries

5

Expert

Partners

Let's Connect

100 S. Ashley Drive

11th Floor, Suite 1130

Tampa, FL 33602

Office:  +1 (212) 588-6400

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

info@oakpointadv.com  |  +1 (212) 588-6400

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Learn about our firm’s background and Investment Professionals on FINRA's BrokerCheck.

 

Securities offered through Oakpoint Solutions, LLC., doing business as Oakpoint Advisors, LLC, member FINRA/SIPC.

 

Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training.

 

Oakpoint Advisors may only transact business or render investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results, and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to Oakpoint Advisors, LLC ADV Part 3 [Client Relationship Summary or Form CRS] for additional information and risks.

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