What Oakglen does

Oakglen is a privately-owned investment and operating group headquartered in Jersey, Channel Islands, operating across the UK, Channel Islands, Europe and North America. The group is structured around three core wholly-owned subsidiaries: LBS Properties, a Central London real estate development and investment manager that has delivered over 1,300 private and affordable homes and 500,000 square feet of office space since 2012; Oakglen Wealth, a regulated discretionary and advisory investment manager serving private clients, trustees, charities and family offices through seven model portfolios, established in 2016 via a management buyout of the Credit Suisse Jersey business; and Oakbridge, a corporate and fund administration provider offering secretarial, governance, accounting and administration services to corporate and fund clients, primarily in real estate and technology sectors. Oakglen Wealth is regulated by the Jersey Financial Services Commission and the UK Financial Conduct Authority, and Oakbridge is regulated by the JFSC.

The group generates revenue through three distinct mechanics: recurring management fees on assets under administration in wealth management (Oakglen Wealth), recurring fees for corporate and fund administration services (Oakbridge), and transaction-driven income from real estate development, asset management, and equity participation in Central London projects (LBS Properties). Oakglen also operates a private equity and growth capital arm that invests permanent capital into B2B SaaS, PropTech and operational real estate businesses, holding majority or significant minority positions in portfolio companies including Spectrum Storage Group, Ivendi, Storebox, Lovespace, DRC and Telrock. The group has 100 or more staff across group management, real estate, private equity, corporate services, fund services, wealth management and wealth planning functions, with offices in St Helier (Jersey) and London.

The group is led by the Crawford family: Gordon Crawford as Group Chairman and Jamie Crawford and Nick Crawford as Group Co-CEOs. The corporate holding entity is ED Group Holding Limited, registered in the British Virgin Islands. The operating model is relationship-driven, with direct sales through proprietary contact networks and referrals rather than broad-based marketing, supported by a professional website and LinkedIn presence. Oakglen describes its approach as long-term and strategic, using permanent capital to pursue cycles-resistant capital growth across a diversified portfolio of wholly owned, partially owned and co-invested businesses.

Name

Oakglen

Legal name

ED Group Holding Limited

Website

https://oakglengroup.com/

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

101–250 employees

Short description

Oakglen is a privately-owned investment and operating group headquartered in Jersey, operating through LBS Properties (Central London real estate development), Oakglen Wealth (regulated investment management), Oakbridge (corporate and fund administration), and a private equity arm investing in B2B SaaS and PropTech businesses.

Ownership category

akta.pro rank

Product category

Diversified Financial Services

NAICS

Portfolio Management and Investment Advice (523940), Real Estate Property Managers (53131), Offices of Real Estate Agents and Brokers (5312), Offices of Other Holding Companies (551112)

SIC

Investment Advice (6282), Real Estate Agents & Managers (For Others) (6531), Real Estate (6500), Non-Operating Establishments (9995)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industries

Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA), Office Real Estate Asset Management (BPAJAMAG), Residential Real Estate Asset Management (BPAJAMAA), Property Management Advisory & Leasing Administration (FSAEAJAN)

Keywords

• Wealth management services
• Private equity investing
• Real estate investment
• Corporate fund services
• Investment holding group

Headquarters

HQ city

Jersey City

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Fees: Oakglen Wealth provides discretionary and advisory investment management services to private clients, trustees, charities and family offices. Revenue is generated through management fees on assets under administration.
2. Corporate and Fund Administration Services: Oakbridge provides corporate and fund administration, accounting and management services from Jersey to an international client base. Services include secretarial, governance, general administration and accounting services to corporate and fund clients.
3. Private Equity Investment Returns: Oakglen invests in technology and operational real estate businesses, generating returns through equity appreciation, dividend income, and exit proceeds from portfolio companies including SSG, Ivendi, Storebox, Lovespace, DRC, and Telrock.
4. Real Estate Development and Investment: Through LBS Properties, Oakglen engages in real estate development and investment management, generating returns from value creation through development, asset management, and property sales/leasing in Central London market.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Oakglen is a group of investment and operating companies with interests across four primary areas: real estate (via LBS Properties), private equity and growth capital, wealth management (Oakglen Wealth), and corporate and fund services (Oakbridge). The group invests in, manages, and operates assets on behalf of clients, partners, and portfolio companies spanning HNW individuals, family offices, charities, trustees, and corporate clients.

Product overview

Oakglen is a group of investment and operating companies with interests across real estate, private equity, and financial services sectors. The company operates through distinct subsidiary brands: LBS Properties handles real estate development and investment in Central London; Oakglen Wealth provides discretionary and advisory investment management; Oakbridge offers corporate and fund administration services; and the Private Equity business invests in technology companies (B2B SaaS, PropTech) with operational real estate exposure. The Group's portfolio includes portfolio companies such as Spectrum Storage Group, Ivendi, Storebox, Lovespace, DRC, and Telrock.

Differentiator

Problem solved

Functional benefit

Brands

• Oakglen Wealth: Wealth management providing discretionary and advisory investment management services to private clients, trustees, charities and family offices. Regulated by Jersey Financial Services Commission and FCA.
• Oakbridge
• LBS Properties

Products and services

• LBS Properties (Real Estate)
• Oakglen Wealth
• Oakbridge (Corporate & Fund Services)
• Private Equity & Growth Capital

Named customers2 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Broad incumbents

• Caledonia Investments: UK-listed self-managed investment trust holding a diversified portfolio of public equities, private investments and real estate. Comparable to Oakglen as a long-term, permanent-capital diversified investment holding group, though with broader public-market exposure and a public listing.

Direct peers

• IQ-EQ: Global investor services group providing corporate administration, fund administration and wealth reporting from Jersey and other major hubs. Directly comparable to Oakbridge's Jersey-based corporate and fund administration offering, and to Oakglen Wealth's family office / HNW client base.
• Rathbones Group: UK-listed wealth manager serving private clients, charities, trustees and intermediaries with discretionary and advisory investment management. Closely comparable to Oakglen Wealth in target segments (HNW, charities, family offices), multi-model-portfolio offering, and UK regulatory footprint.
• Apex Group: One of the world's largest fund services and corporate solutions providers following the acquisition of Sanne Group. Headquartered with strong Jersey/Channel Islands presence and serving fund, real estate and corporate clients — directly comparable to Oakbridge across service lines and geographies.
• Helical plc: Central London-focused real estate developer and investment manager specializing in complex, mixed-use and office-led schemes. Comparable to LBS Properties in geographic focus (Central London), development-and-investment model, and institutional capital partner base.
• Aztec Group: Jersey-headquartered provider of fund administration, corporate services and accounting to alternative asset managers, real estate clients and family offices. Closely comparable to Oakbridge by jurisdiction, client mix (real estate / PE) and service portfolio.
• Cazenove (Schroders Wealth Management): UK wealth management business of Schroders serving HNW clients, charities and family offices with discretionary and advisory mandates. Comparable to Oakglen Wealth by client type, multi-portfolio offering and discretionary/advisory blend.
• Brewin Dolphin (now part of RBC): UK wealth manager offering discretionary and advisory investment management to private clients, intermediaries and charities. Directly comparable to Oakglen Wealth by target segments (HNW, charities) and discretionary fund mandates.
• TMF Group: Global provider of corporate secretarial, accounting, fund administration and governance services. Comparable to Oakbridge's corporate and fund administration arm in scope and international client base across real estate and technology sectors.

Emerging players

• Yellowwoods Perinvest: Family-controlled diversified investment holding group operating across financial services, real estate and growth investments. Comparable to Oakglen as a privately-held, family-owned diversified investment and operating company applying permanent capital across asset classes.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments1 record

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

Frequently asked questions about Oakglen