# Oak Investment Partners: portfolio, investments and team > Oak Investment Partners is a private equity based in United States. 252 investments on record, latest Aug 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/oak-investment-partners (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Oak Investment Partners Last cheque observed Aug 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Quiet Private equity Seed Series A Series B Fintech Healthcare Telecom Follow Oak Investment Partners and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Foak-investment-partners) Cheques on record **0%** of best year **0** **cheques in 12 months**, 252 on record Since the last cheque **4091** days **00** hrs **00** min **00** sec Median round **$23M** Cheque size, as they say **$100K – $5.0M** Rounds led **0 of 252** Sole investor **34 rounds** Exits **45 from the portfolio** Mostly in **United States, 80%** Pitch Oak Investment Partners ## Oak Investment Partners highlights - 01 252 rounds on record - 02 Mostly Venture and Series B: 46% of its rounds - 03 Sole investor in 34 rounds, median $16M - 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:** Seed Series A Series B Growth Pre-IPO - **Sectors:** Fintech Healthcare Telecom - **Based in:** Greenwich, United States - **Cold pitches:** Not accepted ## The record Every round we can evidence, newest first **252 appearances** - **2015** 10 rounds - **Aug** **[sovrn Holdings, Inc.](https://millionrounds.com/company/sovrn-holdings-inc)** Series E · US **$18M** With 3 others - **Aug** **[Enjoy](https://millionrounds.com/company/enjoy)** Venture · US **$50M** With 2 others - **Jul** **[Giosis](https://millionrounds.com/company/giosis)** Series A · SG **$82M** With 5 others - **Jul** **[Qoo10-Indonesia](https://millionrounds.com/company/qoo10-indonesia)** Series A · ID **$82M** With 5 others - **Jun** **[Cloud Technology Partners](https://millionrounds.com/company/cloud-technology-partners)** Series B · US **$3.5M** With 1 other - **Apr** **[Circle](https://millionrounds.com/company/circle)** Series C · IE **$50M** With 4 others - **Apr** **[Mojix](https://millionrounds.com/company/mojix)** Series D · US **$14M** With 2 others - **Apr** **[RebelMouse](https://millionrounds.com/company/rebelmouse)** Series A · US **$6.0M** With 3 others - **Mar** **[SmartDrive Systems](https://millionrounds.com/company/smartdrive-systems)** Venture · US **$50M** With 2 others - **Mar** **[Keep Holdings](https://millionrounds.com/company/keep-holdings)** Debt · US **$4.2M** With 3 others - **2014** 13 rounds - **Dec** **[NowThis News](https://millionrounds.com/company/nowthis-news)** Series C · US **$6.0M** With 3 others - **Dec** **[Cloud Technology Partners](https://millionrounds.com/company/cloud-technology-partners)** Series B · US **$9.1M** With 1 other - **Dec** **[Prong](https://millionrounds.com/company/prong)** Series A · US **$1.6M** Sole investor - **Nov** **[Tikona Digital Networks](https://millionrounds.com/company/tikona-digital-networks)** Growth · IN **$45M** With 3 others - **Oct** **[Enjoy](https://millionrounds.com/company/enjoy)** Venture · US **$30M** With 2 others - **Jul** **[Nextnav](https://millionrounds.com/company/nextnav)** Series D · US **$70M** With 4 others - **Jul** **[FreshBooks](https://millionrounds.com/company/freshbooks)** Series A · CA **$30M** With 2 others - **May** **[Hipmunk](https://millionrounds.com/company/hipmunk)** Series C · US **$20M** With 3 others - **May** **[Mimosa](https://millionrounds.com/company/mimosa)** Series C · US **$20M** With 1 other - **Apr** **[One Medical Group](https://millionrounds.com/company/one-medical-group)** Growth · US **$40M** With 5 others - **Apr** **[Maestro Health](https://millionrounds.com/company/maestro-health)** Growth · US **$17M** With 1 other - **Mar** **[Circle](https://millionrounds.com/company/circle)** Series B · US **$17M** With 8 others - **Mar** **[DueDil](https://millionrounds.com/company/duedil)** Series B · GB **$17M** With 2 others - **2013** 21 rounds - **Dec** **[Good Technology](https://millionrounds.com/company/good-technology)** Growth · US **$65M** With 7 others - **Dec** **[Phononic Devices](https://millionrounds.com/company/phononic-devices)** Series C · US · pevc.dowjones.com **$21M** With 3 others - **Dec** **[Norse](https://millionrounds.com/company/norse)** Series A · US · pevc.dowjones.com **$10M** Sole investor - **Oct** **[Choxi.com Inc.](https://millionrounds.com/company/choxi-com-inc)** Series B · US · techcrunch.com **$40M** With 1 other - **Oct** **[B5M.COM](https://millionrounds.com/company/b5m-com)** Series B · CN · finance.yahoo.com **$16M** With 1 other - **Sept** **[Deem](https://millionrounds.com/company/deem)** Series G · US **$70M** With 3 others - **Sept** **[Deem](https://millionrounds.com/company/deem)** Debt · US **$2.6M** With 1 other - **Sept** **[eSolar](https://millionrounds.com/company/esolar)** Venture · US · vcaonline.com **$22M** Sole investor - **Aug** **[Cloud Technology Partners](https://millionrounds.com/company/cloud-technology-partners)** Series B · US · finsmes.com **$5.0M** Sole investor - **Aug** **[RebelMouse](https://millionrounds.com/company/rebelmouse)** Series A · US · techcrunch.com **$10M** With 1 other - **Jul** **[Deem](https://millionrounds.com/company/deem)** Debt · US **$13M** With 1 other - **Jun** **[Brit + Co](https://millionrounds.com/company/brit-co)** Series A · US · techcrunch.com **$6.3M** With 7 others - **May** **[NowThis News](https://millionrounds.com/company/nowthis-news)** Series B · US · daniellemorrill.com **$4.8M** With 3 others - **Apr** **[DueDil](https://millionrounds.com/company/duedil)** Series A · GB · gigaom.com **$5.0M** With 3 others - **Apr** **[Precision for Medicine](https://millionrounds.com/company/precision-for-medicine)** Growth · US · finsmes.com **$150M** With 3 others - **Apr** **[MobiTV](https://millionrounds.com/company/mobitv)** Growth · US **$16M** With 2 others - **Apr** **[Aurora Biofuels](https://millionrounds.com/company/aurora-biofuels)** Growth · US **$16M** Sole 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 registration **8 named** AW **Andrew William Adams** Oak Management Corporation - Vice President and Shareholder i Form ADV AH **Ann Huntress Lamont** Oak Management Corporation - Vice President President and Shareholder i Form ADV BL **Bandel Lewis Carano** Oak Management Corporation - Vice President i Form ADV BD **Brian Dunefsky** Oak Management Corporation - Chief Compliance Officer i Form ADV DB **David Bradley Walrod** Oak Associates X, LLC - Non-Managing Member i Form ADV EF **Edward Fellows Glassmeyer** Oak Management Corporation - President and Shareholder i Form ADV FW **Fredric Ward Harman** Oak Management Corporation - Vice President President and Shareholder i Form ADV GA **Grace Anne Ames** Oak Management Corporation - Chief Operating Officer, Chief Financial Officer, Secretary, Treasurer and Shareholder i Form 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 **$117M** gross assets of its funds Oct 2026 **Exempt** reporting adviser venture 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. - [**Washington State Investment Board** 4 funds *$280M*](https://millionrounds.com/fund/washington-state-investment-board) Fund Vintage Committed Oak Investment Partners XI 2004 $100M Oak Investment Partners X 2001 $100M Oak Investment Partners IX 1999 $60M Oak Investment Partners VIII 1998 $20M - [**Oregon Public Employees Retirement Fund** 2 funds *$150M*](https://millionrounds.com/fund/oregon-public-employees) Fund Vintage Committed Oak Investment Partners XIII 2010 $75M Oak Investment Partners XII 2006 $75M - [**California State Teachers Retirement System** 1 fund *$75M*](https://millionrounds.com/fund/california-state-teachers-retirement-system) Fund Vintage Committed Oak Investment Partners XI 2004 $75M ## What they claim to have backed From their own portfolio page (on their website) **60** of 60 we have independently watched raise [2wire](https://millionrounds.com/company/2wire)[Aptean](https://millionrounds.com/company/aptean)[Athenahealth](https://millionrounds.com/company/athenahealth)[Attivio](https://millionrounds.com/company/attivio)[Benefitfocus](https://millionrounds.com/company/benefitfocus)[Bleacherreport](https://millionrounds.com/company/bleacher-report)[Brit](https://millionrounds.com/company/brit-co)[Castlighthealth](https://millionrounds.com/company/castlight-health)[Cdnetworks](https://millionrounds.com/company/cdnetworks)[Centricsoftware](https://millionrounds.com/company/centric-software)[Chamate](https://millionrounds.com/company/chamate)[Circle](https://millionrounds.com/company/circle)[Cisco](https://millionrounds.com/company/cisco)[Collabera](https://millionrounds.com/company/collabera)[Deem](https://millionrounds.com/company/deem)[Dickssportinggoods](https://millionrounds.com/company/dick-s-sporting-goods)[Duedil](https://millionrounds.com/company/duedil)[Enjoy](https://millionrounds.com/company/enjoy)[Esolar](https://millionrounds.com/company/esolar)[Exodus](https://millionrounds.com/company/exodus)[Fibertower](https://millionrounds.com/company/fibertower)[Firstrain](https://millionrounds.com/company/firstrain)[Freshbooks](https://millionrounds.com/company/freshbooks)[Groupninemedia](https://millionrounds.com/company/group-nine-media)[Hipmunk](https://millionrounds.com/company/hipmunk)[Icrossing](https://millionrounds.com/company/icrossing)[Kayak](https://millionrounds.com/company/kayak)[Limelightnetworks](https://millionrounds.com/company/limelight-networks)[Loopnet](https://millionrounds.com/company/loopnet)[Lucent](https://millionrounds.com/company/lucent)[Lucy](https://millionrounds.com/company/lucy)[Majorleaguegaming](https://millionrounds.com/company/major-league-gaming)[Milyoni](https://millionrounds.com/company/milyoni)[Mobitv](https://millionrounds.com/company/mobitv)[Mylife](https://millionrounds.com/company/mylife)[Nanoh2o](https://millionrounds.com/company/nanoh2o)[Neophotonics](https://millionrounds.com/company/neophotonics)[Netspend](https://millionrounds.com/company/netspend)[Nexant](https://millionrounds.com/company/nexant)[Nextgnetworks](https://millionrounds.com/company/nextg-networks)[Nextnav](https://millionrounds.com/company/nextnav)[Nlight](https://millionrounds.com/company/n-light)[Officedepot](https://millionrounds.com/company/office-depot)[Petsmart](https://millionrounds.com/company/petsmart)[Pfchangs](https://millionrounds.com/company/pf-changs)[Phononic](https://millionrounds.com/company/phononic)[Photobucket](https://millionrounds.com/company/photobucket)[Proteanelectric](https://millionrounds.com/company/protean-electric)[Qpass](https://millionrounds.com/company/qpass)[Radiantresearch](https://millionrounds.com/company/radiant-research)[Razorgator](https://millionrounds.com/company/razorgator)[Rebelmouse](https://millionrounds.com/company/rebelmouse)[Revolutionfoods](https://millionrounds.com/company/revolution-foods)[Ribboncommunications](https://millionrounds.com/company/ribbon-communications)[Seagate](https://millionrounds.com/company/seagate)[Smartdrive](https://millionrounds.com/company/smartdrive)[Sovrn](https://millionrounds.com/company/sovrn)[Sundropfuels](https://millionrounds.com/company/sundrop-fuels)[Synaptics](https://millionrounds.com/company/synaptics)[Talisma](https://millionrounds.com/company/talisma) and 94 more 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 listed **45 in all** **[Clarient](https://millionrounds.com/company/clarient)** Bought by NeoGenomics Laboratories **$275M** Oct 2015 **[PharMEDium Healthcare](https://millionrounds.com/company/pharmedium-healthcare)** Bought by AmerisourceBergen Corporation **$2.6B** Oct 2015 **[Good Technology](https://millionrounds.com/company/good-technology)** Bought by [BlackBerry](https://millionrounds.com/fund/cylance) **$425M** Sept 2015 **[Protonex Technology Corporation](https://millionrounds.com/company/protonex-technology-corporation)** Bought by Ballard Power Systems **$30M** Jun 2015 **[Milyoni](https://millionrounds.com/company/milyoni)** Bought by Photobucket **Undisclosed** Apr 2015 **[Kineto Wireless](https://millionrounds.com/company/kineto-wireless)** Bought by Taqua **Undisclosed** Sept 2014 **[Newport Media](https://millionrounds.com/company/newport-media)** Bought by Atmel **Undisclosed** Jul 2014 **[ReliOn](https://millionrounds.com/company/relion)** Bought by [Plug Power](https://millionrounds.com/fund/plug-power) **Undisclosed** Apr 2014 **[NanoH2O](https://millionrounds.com/company/nanoh2o)** Bought by [LG Chem](https://millionrounds.com/fund/lg-chem) **$200M** Mar 2014 **[BONDS.COM](https://millionrounds.com/company/bonds-com)** Bought by MTS Group **Undisclosed** Mar 2014 **[Stretch](https://millionrounds.com/company/stretch)** Bought by EXAR **Undisclosed** Jan 2014 **[KAYAK](https://millionrounds.com/company/kayak)** Bought by Priceline **Undisclosed** Nov 2012 **[KAYAK](https://millionrounds.com/company/kayak)** Listed **Undisclosed** Aug 2012 **[Modiv Media](https://millionrounds.com/company/modiv-media)** Bought by Catalina Marketing **Undisclosed** Apr 2012 **[TxVia](https://millionrounds.com/company/txvia)** Bought by [Google](https://millionrounds.com/fund/google-assistant-investments) **Undisclosed** Apr 2012 **[NextG Networks](https://millionrounds.com/company/nextg-networks)** Bought by [Crown Castle](https://millionrounds.com/fund/crown-castle) **$1.0B** Apr 2012 **[The Huffington Post](https://millionrounds.com/company/the-huffington-post)** Bought by [AOL](https://millionrounds.com/fund/aol) **$315M** Feb 2011 **[SHOP.COM](https://millionrounds.com/company/shop-com)** Bought by Market America **Undisclosed** Dec 2010 **[Psychiatric Solutions](https://millionrounds.com/company/psychiatric-solutions)** Bought by [Universal Health Services](https://millionrounds.com/fund/universal-health-services) **Undisclosed** Nov 2010 **[Trapeze Networks](https://millionrounds.com/company/trapeze-networks)** Bought by [Juniper Networks](https://millionrounds.com/fund/juniper-networks) **$152M** Nov 2010 The latest 20 here. An exit counts when it came after the firm's first round in the company. From historical deal records. ## The cheque Seed Series A Series B Median round joined **$23M** the round, not its cheque Alone, median **$16M** Led 0 of 252 rounds **0%** - **Said size:** $100K – $5.0M - **Sole investor:** 34 rounds - **Last cheque:** Aug 2015 - **Exits:** 45 from the portfolio Rounds by stage said on their site - Venture *56* - Series B said *48* - Series C *46* - Series A said *35* - Growth said *23* - Series D *20* - Seed said *-* Cheques by year Led Joined 1997 2015 Often in the room with - [Venrock](https://millionrounds.com/fund/venrock) 17 - [Accel](https://millionrounds.com/fund/accel) 13 - [Menlo Ventures](https://millionrounds.com/fund/menlo-ventures) 13 - [Meritech Capital Partners](https://millionrounds.com/fund/meritech-capital-partners) 12 - [Goldman Sachs](https://millionrounds.com/fund/goldman-sachs) 9 - [Intel Capital](https://millionrounds.com/fund/intel-capital) 9 **Pitching Oak Investment Partners?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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. [**Venrock** VC firm **17** rounds together](https://millionrounds.com/fund/venrock)[**Accel** VC firm **13** rounds together](https://millionrounds.com/fund/accel)[**Menlo Ventures** VC firm **13** rounds together](https://millionrounds.com/fund/menlo-ventures)[**Meritech Capital Partners** VC firm **12** rounds together](https://millionrounds.com/fund/meritech-capital-partners)[**Goldman Sachs** Private equity **9** rounds together](https://millionrounds.com/fund/goldman-sachs)[**Intel Capital** Corporate VC **9** rounds together](https://millionrounds.com/fund/intel-capital)[**Worldview Technology Partners** VC firm **9** rounds together](https://millionrounds.com/fund/worldview-technology-partners)[**Amadeus Capital Partners** VC firm **8** rounds together](https://millionrounds.com/fund/amadeus-capital-partners)[**Foundation Capital** VC firm **8** rounds together](https://millionrounds.com/fund/foundation-capital)[**New Enterprise Associates** VC firm **8** rounds together](https://millionrounds.com/fund/new-enterprise-associates)[**3i Group** Private equity **7** rounds together](https://millionrounds.com/fund/3i-group)[**Benchmark** VC firm **7** rounds together](https://millionrounds.com/fund/benchmark) ## Mentioned on podcasts Episodes that name Oak Investment Partners in their description, not their title. - [Growth Investor](https://millionrounds.com/podcasts/growth-investor) 5 Jun 2024 · 23 min Top Healthcare Investor: Oak HC/FT’s Andrew Adams With [Andrew Adams](https://millionrounds.com/person/andrew-adams) Mentions [Oak Investment Partners](https://millionrounds.com/fund/oak-investment-partners) Apple PodcastsShow page - [The Twenty Minute VC](https://millionrounds.com/podcasts/20vc) 22 Jan 2015 · 21 min 20 VC 006: Google Glass & Founding Teams Mentions [Google](https://millionrounds.com/fund/google-assistant-investments)[Fidelity](https://millionrounds.com/fund/fidelity)[Fidelity Ventures](https://millionrounds.com/fund/fidelity-ventures) *+3* Apple PodcastsShow page ## 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. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=oak-investment-partners) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=oak-investment-partners)