Oakpoint Advisors Employee Directory

Financial ServicesFlorida, United States11-50 Employees

Oakpoint Advisors operates as an alternative asset placement agent within the financial services sector, offering sales and marketing services to select managers. Through its registered broker-dealer, Oakpoint Solutions LLC, the firm connects private companies with institutional capital markets via special situations underwriting, effectively extending managers’ brands and capabilities. The team leverages a broad institutional network that includes endowments, foundations, pensions, consultants, sovereigns, and family offices to lead campaigns across various strategies. In addition to capital formation, Oakpoint partners with managers to provide hedge fund advisory services that cover non-investment functions such as accounting, cash management, middle-office operations, and regulatory compliance. Based in Tampa, Florida, Oakpoint emphasizes a partnership approach, acting as an extension of its managers. The company serves clients in the financial services field by facilitating access to capital and by offering management support across critical operational areas.

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