We’re excited to announce that Haley Davis is joining the Capital Team. Haley was previously an Investor Relations Associate focusing on Real Estate Assets. She holds a Master’s in Business Management from Wake Forest University School of Business and a Bachelor’s from the University of Virginia. Please help us welcome her to Oakpoint Advisors!
关于我们
Oakpoint Advisors is an alternative asset placement agent that provides comprehensive sales and marketing services to select alternative asset managers. Through its registered broker-dealer Oakpoint Solutions LLC, Oakpoint will work with private companies connecting institutions with capital markets through special situations underwriting. As trusted partners, we are an extension of our managers and their brand. Oakpoint’s team has lead successful campaigns across a range of strategies drawing on its extensive institutional network of endowments, foundations, public and private pensions, consultants, sovereigns and family offices. In addition to its capital formation platform, Oakpoint partners with select managers to provide comprehensive hedge fund advisory services designed to manage critical non-investment functions including Accounting, Cash Management, Middle-Office Operations and Regulatory & Compliance.
- 网站
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https://www.oakpointadv.com
Oakpoint Advisors的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Tampa，FL
- 类型
- 私人持股
- 创立
- 2009
- 领域
- Capital Raising、Marketing & Investor Relations、Hedge Fund Operations and Support Services和New Launch Manager consulting services
地点
Oakpoint Advisors员工
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Chris Capozzalo
Partner & Chief Operating Officer | Oakpoint Advisors (North America) Finance Officer, Licensed Director | Napatree Capital Advisors Ltd. (UAE) ADGM…
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Sue Setliff
VP at Oakpoint Advisors
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Gerard Coughlin
Managing Partner at Oakpoint Advisors, LLC
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Samuel Mosey
Partner at Oakpoint Advisors
动态
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Oakpoint Advisors is proud to announce our alliance with PilotShip Partners, a recently launched capital advisor founded by Peter Tarrant, formerly of BTIG. Peter is joined by Jennifer Bloom and Christina Arsenault, both of whom also hail from BTIG. PilotShip Partners offers a unique for fee service to help private funds navigate the broad institutional investor landscape, a business model that Peter has been managing since 2021. Meanwhile, Oakpoint has been providing success fee based Capital Raising services since 2009 and has recently launched an IR Service platform, giving managers a low-cost outsourced IR option. Together, we believe that our combined services - managed by our broad team of professionals - give managers an unrivaled, comprehensive set of capital solutions to choose from. We are thrilled to partner with PilotShip and excited to see what the future holds!