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Oak City Consulting
Oak City Consulting is an SEC-registered investment adviser in Wake Forest, NC, registered since 2012. The firm manages $1.4 billion in regulatory assets,...
Oak City Consulting
Oak City Consulting is an SEC-registered investment adviser in Wake Forest, NC, registered since 2012. The firm manages $1.4 billion in regulatory assets, including $171 million on a discretionary basis. It has 6 employees and 3 investment advisers.
General information
Firm type
Generic
Year founded
2012
Location
Region
North America
Country
United States
City
Wake Forest
Corporate office
Wake Forest, NC, United States
Sector focus
Frequently asked questions
What is Oak City Consulting's investment strategy?
Oak City Consulting describes itself as a 'Manager of Managers,' indicating it operates as a fund-of-funds that allocates to external venture capital fund managers rather than making direct investments. The firm targets generalist venture capital exposures.
Who runs Oak City Consulting?
The firm's named principals are not publicly disclosed, and no team information is available on its website or professional networks.
Does Oak City Consulting make co-investments alongside other funds?
There is no public evidence that Oak City Consulting engages in co-investments. Its stated model is fund-of-funds, which typically limits involvement to selecting and allocating capital to underlying funds rather than direct deals.
What venture stages does Oak City Consulting target?
The firm does not disclose stage preferences. Its strategy is described as generalist venture capital, which could span seed through growth, but no specific stage is confirmed.
Is Oak City Consulting a single family office or a separate asset manager?
The firm is not clearly identified as a family office in the public record. It operates as a fund-of-funds manager. Its ownership structure is not disclosed.
Where does Oak City Consulting's underlying wealth come from?
The origin of the capital Oak City Consulting manages is not publicly disclosed. No family name or institutional backer has been identified.
What regions does Oak City Consulting invest in?
The firm is based in the United States and its fund-of-funds strategy likely targets US-based venture capital managers, though its exact geographic focus is not specified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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