# Oak Legacy Management

Oak Legacy Management is a Single Family Office based in Dallas, United States.

## Overview

- **Organization type:** Single Family Office
- **Headquarters:** Dallas, United States
- **Region:** North America
- **Address:** Dallas, TX, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** oaklegacy-us.com
- **LinkedIn:** https://www.linkedin.com/company/oak-legacy-management-llc

## Regulatory record

- **Reports private funds:** No

## About

Oak Legacy Management was established in 2021 by Tom Fenton in Dallas. Fenton previously led a commercial team at Saputo Inc. with P&L responsibility above $250 million and holds an MBA from Southern Methodist University Cox School of Business. The office oversees family wealth originating from the dairy and consumer goods industries. The firm executes direct investments in lower middle-market businesses via search fund and ETA vehicles, venture capital positions, and real estate assets. Its mandate remains industry agnostic and covers North America. Fenton draws on prior experience in hard goods product development and airline revenue analysis to evaluate opportunities. Public information on team size and additional offices is not available. Philanthropic activity centers on Dallas institutions including Greenhill School, where Fenton serves as a trustee, and The Lamplighter School.

## Sectors

- Real Estate
- Private Equity
- Venture Capital

## People

- Tom Fenton — Principal and Founder

## Questions

### Who runs investment decisions at Oak Legacy Management?

Tom Fenton serves as principal and founder and leads all investment decisions. He previously managed a commercial team at Saputo Inc. with P&L over $250 million.

### Is Oak Legacy Management structured as a single family office or does it operate more like a venture firm?

It operates as a single family office. The firm makes direct investments in lower middle-market companies, venture capital, and real estate without external fund commitments disclosed.

### What investment stages does Oak Legacy Management typically target?

The firm targets buyout and venture capital stages. It focuses on search fund and ETA structures in the lower middle market along with early-stage venture opportunities.

### Does Oak Legacy Management participate in fund commitments or only direct deals?

It pursues direct deals. The firm states a focus on acquiring and operating one high-quality company alongside venture capital and real estate investments.

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- [O4 & Partners](https://altss.com/profile/o4-partners)
- [Oakley Services](https://altss.com/profile/oakley-services)

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Last updated: 2026-08-10T15:54:10.904Z

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