Oakpoint Advisors

What Oakpoint Advisors does

Oakpoint Advisors is a Tampa, Florida-based capital placement and advisory firm serving private fund managers (GPs), alternative asset managers, and companies seeking to raise capital. Founded in New York in 2009 by Gerry Coughlin, the firm operates through its registered broker-dealer, Oakpoint Solutions, LLC (member FINRA/SIPC), which is approved for private placement transactions through FINRA and the SEC. Its end clients are select GPs and operating companies on the sell-side of capital, while accredited and institutional investors form the demand-side counterparties it connects them to.

The firm delivers two integrated service lines. Capital Raising Services position Oakpoint as a private placement agent that builds and executes bespoke marketing plans, streamlines investor outreach, and distributes marketing materials throughout an engagement. Investor Relations Services, launched in 2024, are a lighter-touch, fee-based consulting offering in which Oakpoint acts as a consultant rather than a placement agent—creating targeted investor lists, managing outreach through the GP's own email domain, hosting quarterly calls and investor letters, and building investor portals and databases. There is no disclosed proprietary technology, platform, or app; the business is a relationship- and compliance-driven services operation rather than a software product. Execution and order-routing are handled through third-party relationships such as BTIG LLC and clearing arrangements.

Oakpoint monetizes primarily through a success-fee/transaction-based model on capital raised, aligning its economics with client fundraising outcomes, supplemented by professional-services fees for the IR consulting line and a fee-based marketing partnership with PilotShip Partners. Go-to-market is direct, relationship-led B2B field sales leveraging the personal networks of a senior team drawn from Morgan Stanley, Moelis & Company, Greenhill, Lehman Brothers, Deutsche Bank, Lazard, and J.P. Morgan, supported by LinkedIn and referral channels. Pricing is not publicly disclosed and contracts are described as multi-year.

Name

Oakpoint Advisors

Legal name

Oakpoint Solutions, LLC

Website

https://oakpointadv.com

Company type

Private

Founded year

2009

Operating status

Operating

Headcount range

11–50 employees

Short description

Oakpoint Advisors is a Tampa-based registered broker-dealer and private placement agent that raises capital and provides outsourced investor relations services for private fund managers, GPs, and companies, connecting them with accredited and institutional investors on a success-fee basis.

Ownership category

akta.pro rank

Product category

Private Placement and Capital Raising Services

NAICS

Portfolio Management and Investment Advice (523940), Management Consulting Services (54161)

SIC

Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Private Equity Fundraising Placement (FSAEALAB)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE)

Keywords

• Private placement services
• Capital raising advisory
• Investor relations consulting
• Alternative asset placement
• Broker-dealer services

Headquarters

HQ city

Tampa

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Capital Raising - Success Fee Model: The firm operates on a success fee-based model aligned with client success. Oakpoint partners with high-caliber, differentiated managers and companies to facilitate private placements through its registered broker-dealer Oakpoint Solutions LLC.
2. Investor Relations Services: Cost-effective outsourced IR consulting service where Oakpoint acts as a consultant (not a placement agent) to help managers connect with potential investors. The service includes creating targeted investor lists and managing outreach through the GP's email domain.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels2 records

Core offering

Oakpoint Advisors crafts and executes bespoke capital formation strategies for private funds and operating companies, acting as a private placement agent through its registered broker-dealer, Oakpoint Solutions LLC. The firm also delivers outsourced Investor Relations services that create targeted investor lists and manage LP outreach on behalf of alternative asset managers, functioning as a cost-effective alternative to an in-house marketing team.

Product overview

Oakpoint Advisors operates through its registered broker-dealer, Oakpoint Solutions LLC, offering two integrated service lines: Capital Raising Services as a private placement agent, and Investor Relations Services as a consulting solution. The Capital Raising service handles strategic marketing, investor outreach workflows, and marketing material distribution for private funds and companies seeking capital. The IR Services platform provides outsourced investor relations support including targeted investor list creation, email-based outreach management, and quarterly reporting. Together, these services serve General Partners and companies looking to access a broad range of prospective investors and build relationships with Limited Partners.

Differentiator

Problem solved

Functional benefit

Products and services

• Capital Raising Services Private placement agent services that implement strategic marketing plans on behalf of clients, streamline investor outreach workflows, and distribute marketing materials throughout the engagement for private funds and operating companies.
• Investor Relations Services Outsourced investor relations consulting service that creates targeted investor lists, manages LP outreach through the GP's own email domain, and provides quarterly reporting to help expand the investor base and foster LP relationships.
• Oakpoint Solutions LLC Broker-Dealer The registered FINRA/SIPC broker-dealer entity through which Oakpoint Advisors conducts private placement transactions, special situations investment banking, and underwriting, approved through FINRA and the SEC.

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and supporting.

• PilotShip PartnerscoreGTM or Marketing Partner · 1 January 2024Oakpoint expanded its capital solution options by launching IR Services and teamed up with PilotShip Partners for fee-based marketing services to support investor outreach and marketing campaigns.
• BTIG LLCsupportingTechnology or IntegrationBTIG LLC, member FINRA/SIPC, provides order routing and transaction execution services. BTIG handles order flow on a 'not held' basis, seeking best execution for institutional accounts.

Scale indicators2 records

Recent moves12 records

Expansion highlights6 records

Direct peers

• P1 Advisors: P1 Advisors is the placement agent founded by Christopher Kirsten, who left to join Oakpoint in 2023. It is a directly comparable boutique private fund placement agent serving GPs on PE and alternative fund raises, making it the closest comp to Oakpoint's Private Equity initiative.
• Eaton Partners: Eaton Partners is one of the largest independent private fund placement agents, raising capital for PE, real estate, infrastructure, and private credit funds globally. It directly competes with Oakpoint for the same GP client base across the same fee model and product set.
• Campbell Lutyens: Campbell Lutyens is a global independent advisor specializing in private fund placement and secondary advisory for PE, infrastructure, real estate, and debt funds. It competes head-to-head with Oakpoint for mid-to-large GP fundraising mandates.
• Atlantic Pacific Capital: Atlantic Pacific Capital is a boutique private fund placement agent focused exclusively on alternative investment fundraises for PE, real estate, infrastructure, and hedge fund managers — directly comparable in target market and service offering to Oakpoint.

Broad incumbents

• Park Hill (Blackstone): Park Hill is Blackstone's placement agent business and the largest dedicated fund placement franchise globally, raising capital for PE, real estate, and credit managers. It is a broad incumbent providing overlapping placement-agent services at greater scale than Oakpoint.
• Houlihan Lokey: Houlihan Lokey's Fund Placement Group provides private fund placement and capital advisory across alternatives as part of a larger investment banking platform. Comparable in offering but operating within a full-service IB rather than as a pure placement boutique like Oakpoint.
• Evercore (Private Funds Group): Evercore's Private Funds Group is a leading placement agent for alternative asset managers within a global independent advisory firm. It serves the same GP client base as Oakpoint with broader product capabilities including M&A and capital markets advisory.
• Lazard Private Fund Advisory: Lazard's Private Fund Advisory Group raises capital for PE, real estate, and infrastructure managers; Patrick Dunleavy previously served there. Lazard operates a comparable placement practice within a much larger global advisory firm.
• Greenhill & Co. (now Mizuho): Greenhill's Private Capital Advisory group was led by Patrick Dunleavy before joining Oakpoint. Greenhill/Mizuho provides fund placement and broader M&A advisory to PE and alternative managers, similar to Oakpoint's service line at greater scale.

Emerging players

• JLL Capital Markets (Fund Placement): JLL's capital-raising practice raises private real estate capital and overlaps with Oakpoint's real estate fund placement exposure. It is a relatively newer entrant in placement compared to Oakpoint's existing franchise.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/oakpoint-advisors-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Oakpoint Advisors