Multi-Family Office

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Oval Partners

Oval Partners began in 2015 under co-founders Jake Mizrahi, previously at Golden Gate Capital and Bain Capital, and John Knoll. The firm operates from Menlo...

Oval Partners logo

Oval Partners

Oval Partners began in 2015 under co-founders Jake Mizrahi, previously at Golden Gate Capital and Bain Capital, and John Knoll. The firm operates from Menlo Park and channels family capital into platform investments. It deploys capital through buyouts and growth equity in Industrial Tech, Workflow Automation, Data Analytics, LegalTech, EdTech, Healthcare Services, and FinTech. Positions include Flex Technology Group and New Charter Technologies. Activity centers on North America with direct investments and platform-building support. The team comprises senior investors and operators. Adjacent vehicles include the Bay Area Bright Futures Foundation and THRIVEfunds. Oval Partners maintains evergreen structures that allow indefinite holding periods rather than fixed-fund cycles, enabling direct alignment with founder timelines on acquisitions and operational scaling.

General information

Firm type

Multi Family Office

Year founded

2015

Location

Region

North America

Country

United States

City

Menlo Park

Corporate office

Menlo Park, CA, United States

Principals

Jake Mizrahi

Managing Director and Co-Founder

John Knoll

Managing Director and Co-Founder

Kyle Robertson

Partner

Dan Ruhl

Partner

Sector focus

Private EquityIndustrial TechFinTechHealthcare ServicesEdTechLegalTechEnterprise SoftwareAI/MLCybersecurity

Frequently asked questions

Who runs investment decisions at Oval Partners?

Jake Mizrahi and John Knoll serve as Managing Directors and Co-Founders. They lead deal sourcing and execution alongside partners Kyle Robertson and Dan Ruhl.

How does Oval Partners source proprietary deal flow?

The firm draws on principals' prior experience at Golden Gate Capital and Bain Capital. It also works through operating relationships such as CEOs at platform companies Flex Technology Group and New Charter Technologies.

Is Oval Partners structured as a single family office or does it operate more like a venture firm?

Oval Partners functions as a multi-family office. It deploys permanent capital with private-equity processes but without fixed-fund timelines.

Does Oval Partners participate in fund commitments or only direct deals?

The firm focuses on direct investments, platform acquisitions, and growth financing. No fund commitments are disclosed in available materials.

What investment stages does Oval Partners typically target?

Oval Partners targets buyouts and growth equity in lower-middle-market companies.

Where does the underlying wealth come from?

The firm stewards capital from entrepreneurial families. No specific originating business or individual is publicly identified.

Does Oval Partners maintain philanthropic structures, and how are they separated?

Oval Partners supports the Bay Area Bright Futures Foundation and THRIVEfunds. These vehicles operate separately from the investment activities.

Profile maintained by 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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