# Stone Oak Capital

Stone Oak Capital is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** stoneoakcapital.com

## Regulatory record

- **CRD number:** 340458
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/340458

## About

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.

## Sectors

- Private Equity
- Real Estate
- Infrastructure
- Special Situations

## People

- David M. Schizer — Co-Founder & Managing Principal
- James L. G. O'Toole — Co-Founder & Managing Principal

## 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.

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- [Sea Financial Hawaii](https://altss.com/profile/sea-financial-hawaii)
- [Rootson Capital](https://altss.com/profile/rootson-capital-llc)

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Last updated: 2026-07-06T01:24:26.114Z

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