What Oakstone Partners does

Oakstone Partners is a UK-anchored, privately held financial services group operating internationally across four divisions: Oakstone Capital (boutique private credit and debt capital markets), Oakstone Invest (investor access to UK asset-backed fixed income strategies), Oakstone Finance (specialist UK property finance brokerage) and Oakstone Advisory (senior corporate and strategic advisory), with an additional regional presence through Oakstone Asia covering Southeast Asia and India. The group serves institutional and professional investors seeking curated fixed income and private credit strategies backed by UK real estate, UK-based borrowers and intermediaries requiring bridging, development, commercial and buy-to-let property finance, and corporate principals and businesses requiring senior advisory on capital structuring, growth, restructuring and cross-border mandates.

The business model is built around three revenue streams: capital management and deployment income from structured fixed income products distributed through regulated partners and aligned investment platforms; transaction-based brokerage commissions from UK property finance origination; and professional services fees from selective corporate advisory mandates. The firm operates a deliberately selective, senior-led go-to-market: engagements are taken on a limited basis with defined scope upfront, clients work directly with senior professionals, and decision points are mapped early. Pricing is not publicly disclosed; investment strategies carry target quarterly distributions of high single-digit to low double-digit returns per annum with 12-24 month maturity, while property finance and advisory fees are quoted case-by-case. Oakstone Partners itself is not authorised or regulated by the UK Financial Conduct Authority, routing products and services through regulated partners and appropriate channels in applicable jurisdictions.

The group's distribution model is intermediated rather than direct: investor access flows through regulated distribution partners and aligned investment platforms with eligibility requirements enforced at the partner level, property finance is brokered directly to UK borrowers and intermediaries, and advisory mandates are engaged selectively through direct principal relationships. Strategic partnerships underpin the operating model — UK regulated non-bank lenders for secured short-term property finance deployments, reputable UK property developers for development SPV positions alongside senior lenders, and international institutional counterparties for capital deployment. The group employs 11-50 staff and maintains its UK headquarters in London with a regional network in Asia. No funding rounds, acquisitions, leadership changes or restructuring events are disclosed in the available data.

Name

Oakstone Partners

Legal name

Oakstone Partners

Website

https://oakstone-partners.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Oakstone Partners is a UK-anchored private financial services group operating internationally across private credit, investor distribution, specialist UK property finance brokerage and senior corporate advisory, serving institutional investors, UK property borrowers and corporate principals across the UK, US, Southeast Asia and India.

Ownership category

akta.pro rank

Product category

Corporate Financial Advisory

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), Other Financial Investment Activities (5239)

SIC

Loan Brokers (6163), Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282), Asset-Backed Securities (6189)

akta.pro primary industry

Real Estate Debt & Mortgage Strategies (FSAAAKAC)

akta.pro secondary industries

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE), Real Estate Advisory & Consulting (Strategy, Portfolio & Location) (FSAEAJAH), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)

Keywords

• Private credit markets
• Asset-backed lending
• Property finance brokerage
• Corporate financial advisory
• Structured fixed income

Headquarters

HQ city

Newcastle

HQ country

Australia

HQ region

Oceania

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 Management and Deployment: Capital is raised through regulated distribution channels and aligned investment platforms, with deployment into curated fixed income products backed by real estate assets. Revenue derived from capital deployment activities, structuring and underwriting discipline.
2. Property Finance Brokerage: Specialist UK property finance brokerage supporting borrowers and intermediaries across bridging, development, commercial and buy-to-let requirements. Revenue appears to derive from arrangement fees and brokerage commissions.
3. Corporate Advisory: Senior corporate and strategic advisory services engaged selectively for complex mandates. Revenue likely derives from advisory fees, success fees, or retainer arrangements for strategic mandates.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels3 records

Core offering

Oakstone Partners is a UK-anchored financial services group that originates, structures and deploys capital into curated asset-backed fixed income and private credit strategies, provides investor access to those strategies through regulated partners, brokers UK specialist property finance (bridging, development, commercial and buy-to-let), and delivers senior corporate and strategic advisory mandates including cross-border work. Operations span UK, US, Southeast Asia and India via international partners and an Oakstone Asia regional presence.

Product overview

Oakstone Partners is a UK-anchored financial services group operating internationally across four divisions: Oakstone Capital (private credit and debt capital markets), Oakstone Invest (investor access to UK asset-backed fixed income strategies), Oakstone Finance (UK specialist property finance brokerage), and Oakstone Advisory (senior corporate and strategic advisory with regional presence in Asia). The group operates as a unified platform offering complementary services across capital allocation, investor distribution, property lending, and advisory mandates.

Differentiator

Problem solved

Functional benefit

Brands

• Oakstone Asia: Regional presence supporting advisory origination and execution across Asia, including Southeast Asia and India.

Products and services

• Oakstone Capital Boutique private credit and debt capital markets firm specialising in curated global fixed income investment products delivered through a network of international partners. Provides capital to real estate-related projects and adjacent businesses with a focus on asset-backed strategies, downside protection, covenant strength and clear exit pathways. Activities include secured lending to experienced sponsors in the UK and US, structured capital for specialist FCA regulated non-bank lenders, and select mezzanine positions.
• Oakstone Invest Investor access gateway for eligible investors to curated UK asset-backed fixed income and private credit strategies. Provides access to Lender Capital (pure fixed income) and Development Strategies (phased fixed income), distributed through regulated partners and aligned investment platforms with eligibility requirements. Target distributions are quarterly at high single-digit to low double-digit per annum (strategy-dependent), with typical maturity of 12-24 months.
• Oakstone Finance Specialist UK property finance brokerage supporting borrowers and intermediaries across bridging, development, commercial and buy-to-let requirements, including international purchaser financing. Structures lending facilities aligned to asset, borrower profile, timeline and exit strategy, with engagement running from initial feasibility through lender engagement, negotiation and completion.
• Oakstone Advisory Senior corporate and strategic advisory services engaged selectively for complex mandates, covering capital structuring, strategic finance, growth and repositioning, operational support and restructuring. Includes cross-border mandates and an Oakstone Asia regional presence covering Southeast Asia and India, operating through a selective network of local partners and senior relationships with disciplined governance.

Quantifiable outcome

• Quarterly distributions: high single-digit to low double-digit p.a. (strategy-dependent)
• +1 more outcomes

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

Six partnerships are on record, tiered core.

• International PartnerscoreChannel Partner/ Reseller/ DistributorOakstone Capital operates in collaboration with a network of international partners and established institutional counterparties. Capital is raised through regulated distribution channels and aligned investment platforms while deployment is undertaken through carefully selected projects and operating partners.
• Institutional CounterpartiescoreOthersEstablished institutional counterparties collaborate with Oakstone Capital for capital deployment and origination activities across real estate-backed strategies.
• UK Regulated Non-Bank LenderscoreStrategic or Co-development PartnerInvestment strategies deployed into UK regulated non-bank lenders providing short-term property finance to UK borrowers, predominantly secured on a first-charge basis against qualifying UK real estate. Underwriting criteria and portfolio composition are pre-agreed, supported by UK legal oversight.
• Regulated Distribution Partners and Aligned PlatformscoreChannel Partner/ Reseller/ DistributorInvestor access provided through regulated distribution partners and aligned investment platforms. Eligibility requirements apply and onboarding is completed via the regulated distribution partner or aligned platform.
• Oakstone Asia NetworkcoreStrategic or Co-development PartnerOakstone Partners maintains an active presence in Asia through a selective network of local partners and senior relationships. Operating alongside the UK-anchored group to source, evaluate and execute mandates with disciplined governance and consistent standards. Regional focus includes Southeast Asia and India.
• Reputable UK Property DeveloperscoreStrategic or Co-development PartnerDevelopment strategies deployed alongside reputable UK property developers via project SPVs, typically alongside a senior lender holding the first charge. Positions are structured with debt security protections and equity protections at the SPV level.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• LendInvest: UK specialist property finance platform offering bridging, development, buy-to-let and commercial mortgages via a tech-enabled brokerage and direct lending model. Directly comparable to Oakstone Finance's bridging/development/BTL brokerage activities and adjacent to Oakstone Capital's secured lending strategy.
• Octopus Real Estate: Real estate investment and lending arm of Octopus Group, providing development finance, bridging and senior debt secured on UK property, alongside investor fund structures. Comparable to Oakstone Capital and Oakstone Invest on the asset-backed lending and investor-access side.
• Clearwater International: Independent UK and European mid-market corporate finance advisory firm providing M&A, debt advisory and restructuring services. Comparable to Oakstone Advisory for senior-led, mid-market and cross-border corporate advisory mandates.
• Shawbrook Bank: UK specialist challenger bank focused on property-backed lending (bridging, development, BTL) and SME finance. Comparable to Oakstone Finance for specialist UK property lending and to Oakstone Capital's secured lending positioning.
• Together Money: UK specialist lender offering bridging, development, commercial and buy-to-let finance, plus asset management services for investors. Directly comparable to Oakstone Finance across the specialist UK property lending spectrum and to Oakstone Capital's investor product set.
• Cavendish Corporate Finance: UK-focused independent mid-market corporate finance advisory firm offering M&A, debt advisory and capital markets services. Closely comparable to Oakstone Advisory in scope, scale and senior-led delivery.

Broad incumbents

• Intermediate Capital Group (ICG): Global alternative asset manager with substantial private credit, real estate debt and structured capital strategies. Comparable to Oakstone Capital and Oakstone Invest as a scaled, publicly-listed incumbent in asset-backed and structured credit.
• Houlihan Lokey: Global investment bank with strong corporate advisory, restructuring and capital markets capabilities. Comparable to Oakstone Advisory as a scaled incumbent in senior corporate and strategic advisory.
• M&G Real Estate: Large-scale UK and European real estate investment and debt manager within the M&G group, managing capital across secured lending, mezzanine and equity strategies. Comparable to Oakstone Capital and Oakstone Invest as a scaled, institutional real estate credit manager.
• Pemberton Capital Management: European private credit manager managing mid-market direct lending and asset-backed strategies across multiple jurisdictions. Comparable to Oakstone Capital as a broader private-credit incumbent with deeper AUM and direct lending capabilities.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Oakstone Partners