Updated:
Stone Oak Capital
STONE OAK CAPITAL is an SEC-registered investment adviser based in the United States. The firm has one employee and one investment adviser. It operates with a...
Stone Oak Capital
STONE OAK CAPITAL is an SEC-registered investment adviser based in the United States. The firm has one employee and one investment adviser. It operates with a single investment professional.
General information
Firm type
Multi Family Office
Year founded
2012
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
David M. Schizer
Co-Founder & Managing Principal
James L. G. O'Toole
Co-Founder & Managing Principal
Sector focus
Frequently asked questions
How does Stone Oak Capital source proprietary deal flow?
Stone Oak sources opportunities through its co-investment network, which includes relationships with institutional GPs like KKR, Blackstone, and Brookfield. The firm also relies on its direct origination efforts in middle-market private equity and real estate sectors.
What investment stages does Stone Oak typically target?
The firm targets control and minority stakes in middle-market and large-cap companies across private equity, real estate, and infrastructure. It pursues both growth equity and buyout transactions, with a preference for situations requiring operational or strategic support.
How is Stone Oak related to the Stone Oak Foundation?
Stone Oak Capital and the Stone Oak Foundation are separate entities. The foundation is the philanthropic arm, funded by the firm's principals, and makes grants in education and community development. The investment decisions of the firm and the foundation are managed independently.
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.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: