Single Family OfficeRIA · CRD 340401SEC-Registered

Updated:

Ram and Oak Investment Partners

RAM AND OAK INVESTMENT PARTNERS, LLC is an SEC-registered investment adviser in Beavercreek, OH. It has 2 employees and 1 investment adviser.

Ram and Oak Investment Partners

RAM AND OAK INVESTMENT PARTNERS, LLC is an SEC-registered investment adviser in Beavercreek, OH. It has 2 employees and 1 investment adviser. The firm is based in Beavercreek.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Ram and Oak Investment Partners?

The firm has not publicly disclosed any principals or investment committee members. In single-family offices of this profile, investment decisions typically rest with the family patriarch, matriarch, or a trusted family-office CEO who reports directly to the principals. No regulatory filings or media mentions identify a named decision-maker for Ram and Oak.

How does Ram and Oak Investment Partners source deals?

Given the firm's complete absence from public channels, deal flow almost certainly originates through personal relationships, private banking networks, and peer-family introductions rather than inbound GP marketing or intermediary platforms. Many opaque family offices also source through membership in invitation-only groups like Tiger 21 or through long-standing relationships with a small set of private equity and venture capital managers, though no specific affiliations have been disclosed.

Is Ram and Oak structured as a single family office or a multi-family office?

The LLC structure and the absence of any marketing or client-facing infrastructure strongly indicate a single-family office serving one family's wealth. Multi-family offices typically maintain a website and some form of public presence to attract additional families as clients. Ram and Oak shows none of those characteristics.

Does Ram and Oak Investment Partners accept outside capital or co-investors?

There is no indication that the firm accepts outside capital, and the single-family office structure implies it manages proprietary family wealth exclusively. Family offices that do not solicit external co-investors typically avoid the regulatory and reporting requirements that come with managing third-party money, which aligns with the firm's entirely private posture.

Where does the underlying wealth come from?

The source of the family's wealth has not been publicly disclosed. The name 'Ram and Oak' provides no obvious link to a known operating company, industry exit, or public figure. Without a named principal or disclosed operating history, the wealth origin remains unverifiable through public records.

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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