United States · Investor

Oak Investment Partners

Last cheque observed Aug 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

QuietPrivate equity

SeedSeries ASeries BFintechHealthcareTelecom

Cheques on record
0%of best year0cheques in 12 months, 252 on record
Since the last cheque4091days00hrs00min00sec
Median round$23MCheque size, as they say$100K – $5.0MRounds led0 of 252Sole investor34 roundsExits45 from the portfolioMostly inUnited States, 80%
Pitch Oak Investment Partners

Oak Investment Partners highlights

  1. 01

    252 rounds on record

  2. 02

    Mostly Venture and Series B: 46% of its rounds

  3. 03

    Sole investor in 34 rounds, median $16M

  4. 04

    45 exits from the portfolio

What they do

Oak Investment Partners is a multistage venture capital firm and a lead investor for the next generation of disruptive growth companies.From their own website
Type
Private equity (from a list, unverified)
Cheque size
$100K – $5.0M as they say
Stages
SeedSeries ASeries BGrowthPre-IPO
Sectors
FintechHealthcareTelecom
Based in
Greenwich, United States
Cold pitches
Not accepted

The record

Every round we can evidence, newest first252 appearances

  1. 2015

    10 rounds

  2. Aug
    sovrn Holdings, Inc.Series E · US$18MWith 3 others
  3. Aug
    EnjoyVenture · US$50MWith 2 others
  4. Jul
    GiosisSeries A · SG$82MWith 5 others
  5. Jul
    Qoo10-IndonesiaSeries A · ID$82MWith 5 others
  6. Jun
    Cloud Technology PartnersSeries B · US$3.5MWith 1 other
  7. Apr
    CircleSeries C · IE$50MWith 4 others
  8. Apr
    MojixSeries D · US$14MWith 2 others
  9. Apr
    RebelMouseSeries A · US$6.0MWith 3 others
  10. Mar
    SmartDrive SystemsVenture · US$50MWith 2 others
  11. Mar
    Keep HoldingsDebt · US$4.2MWith 3 others
  12. 2014

    13 rounds

  13. Dec
    NowThis NewsSeries C · US$6.0MWith 3 others
  14. Dec
    Cloud Technology PartnersSeries B · US$9.1MWith 1 other
  15. Dec
    ProngSeries A · US$1.6MSole investor
  16. Nov
    Tikona Digital NetworksGrowth · IN$45MWith 3 others
  17. Oct
    EnjoyVenture · US$30MWith 2 others
  18. Jul
    NextnavSeries D · US$70MWith 4 others
  19. Jul
    FreshBooksSeries A · CA$30MWith 2 others
  20. May
    HipmunkSeries C · US$20MWith 3 others
  21. May
    MimosaSeries C · US$20MWith 1 other
  22. Apr
    One Medical GroupGrowth · US$40MWith 5 others
  23. Apr
    Maestro HealthGrowth · US$17MWith 1 other
  24. Mar
    CircleSeries B · US$17MWith 8 others
  25. Mar
    DueDilSeries B · GB$17MWith 2 others
  26. 2013

    21 rounds

  27. Dec
    Good TechnologyGrowth · US$65MWith 7 others
  28. Dec
    Phononic DevicesSeries C · US · pevc.dowjones.com$21MWith 3 others
  29. Dec
    NorseSeries A · US · pevc.dowjones.com$10MSole investor
  30. Oct
    Choxi.com Inc.Series B · US · techcrunch.com$40MWith 1 other
  31. Oct
    B5M.COMSeries B · CN · finance.yahoo.com$16MWith 1 other
  32. Sept
    DeemSeries G · US$70MWith 3 others
  33. Sept
    DeemDebt · US$2.6MWith 1 other
  34. Sept
    eSolarVenture · US · vcaonline.com$22MSole investor
  35. Aug
    Cloud Technology PartnersSeries B · US · finsmes.com$5.0MSole investor
  36. Aug
    RebelMouseSeries A · US · techcrunch.com$10MWith 1 other
  37. Jul
    DeemDebt · US$13MWith 1 other
  38. Jun
    Brit + CoSeries A · US · techcrunch.com$6.3MWith 7 others
  39. May
    NowThis NewsSeries B · US · daniellemorrill.com$4.8MWith 3 others
  40. Apr
    DueDilSeries A · GB · gigaom.com$5.0MWith 3 others
  41. Apr
    Precision for MedicineGrowth · US · finsmes.com$150MWith 3 others
  42. Apr
    MobiTVGrowth · US$16MWith 2 others
  43. Apr
    Aurora BiofuelsGrowth · US$16MSole investor

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration8 named

AWAndrew William AdamsOak Management Corporation - Vice President and ShareholderiForm ADV
AHAnn Huntress LamontOak Management Corporation - Vice President President and ShareholderiForm ADV
BLBandel Lewis CaranoOak Management Corporation - Vice PresidentiForm ADV
BDBrian DunefskyOak Management Corporation - Chief Compliance OfficeriForm ADV
DBDavid Bradley WalrodOak Associates X, LLC - Non-Managing MemberiForm ADV
EFEdward Fellows GlassmeyerOak Management Corporation - President and ShareholderiForm ADV
FWFredric Ward HarmanOak Management Corporation - Vice President President and ShareholderiForm ADV
GAGrace Anne AmesOak Management Corporation - Chief Operating Officer, Chief Financial Officer, Secretary, Treasurer and ShareholderiForm ADV

We also hold 15 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$117Mgross assets of its fundsOct 2026
Exemptreporting adviserventure or small private funds
Legal name
OAK Management Corporation
SEC number
CRD 162441

Who backs their funds

3 LPs on record in Oak Investment Partners's funds

Committed
$505M
Funds
6
Vintages
1998 to 2010

The institutions that put money into its funds, which the firm then invests in companies.Source: the pension's own report, latest Mar 2026.

What they claim to have backed

Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.

Exits from the portfolio

Companies it backed that were later bought or listed45 in all

ClarientBought by NeoGenomics Laboratories$275MOct 2015
PharMEDium HealthcareBought by AmerisourceBergen Corporation$2.6BOct 2015
Good TechnologyBought by BlackBerry$425MSept 2015
Protonex Technology CorporationBought by Ballard Power Systems$30MJun 2015
MilyoniBought by PhotobucketUndisclosedApr 2015
Kineto WirelessBought by TaquaUndisclosedSept 2014
Newport MediaBought by AtmelUndisclosedJul 2014
ReliOnBought by Plug PowerUndisclosedApr 2014
NanoH2OBought by LG Chem$200MMar 2014
BONDS.COMBought by MTS GroupUndisclosedMar 2014
StretchBought by EXARUndisclosedJan 2014
KAYAKBought by PricelineUndisclosedNov 2012
KAYAKListedUndisclosedAug 2012
Modiv MediaBought by Catalina MarketingUndisclosedApr 2012
TxViaBought by GoogleUndisclosedApr 2012
NextG NetworksBought by Crown Castle$1.0BApr 2012
The Huffington PostBought by AOL$315MFeb 2011
SHOP.COMBought by Market AmericaUndisclosedDec 2010
Trapeze NetworksBought by Juniper Networks$152MNov 2010

The latest 20 here. An exit counts when it came after the firm's first round in the company. From historical deal records.

Who they invest alongside

The investors most often in the same rounds as Oak Investment Partners. A count of rooms they were both in, not a relationship either has claimed.

Mentioned on podcasts

Episodes that name Oak Investment Partners in their description, not their title.

Quick answers about Oak Investment Partners

What does Oak Investment Partners invest in?

Oak Investment Partners invests most often at Venture and Series B (46% of the rounds on record), in sectors such as Fintech, Healthcare and Telecom.

How active is Oak Investment Partners?

252 investments on record, 0 of them in the last 12 months. The most recent was in Aug 2015.

How big are Oak Investment Partners's cheques?

The median round it joins is $23M. It says it writes cheques of $100K to $5.0M.

Does Oak Investment Partners lead rounds?

Rarely, if at all: none of its 252 investments on record names it as the lead.

Where does Oak Investment Partners invest?

Most of the companies it backs are in the United States (80%) and the United Kingdom (5%).

Is Oak Investment Partners investing now?

No investments in the last 12 months; the latest was in Aug 2015.

Who does Oak Investment Partners invest alongside?

Most often Venrock (17 rounds together), Accel (13 rounds together) and Menlo Ventures (13 rounds together).

What kind of investor is Oak Investment Partners?

Oak Investment Partners is a private equity firm based in Greenwich, United States.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it