Single Family OfficeRIA · CRD 336621SEC-Registered

Updated:

Valley Oak Investments

Valley Oak Investments was founded in 1999 as a single-family office. It maintains a permanent capital base for long-horizon allocations. The firm allocates...

Valley Oak Investments logo

Valley Oak Investments

Valley Oak Investments was founded in 1999 as a single-family office. It maintains a permanent capital base for long-horizon allocations. The firm allocates across private equity, venture, real estate, and fund-of-funds vehicles. Confirmed positions include Farmers Business Network, Hazel Technologies, and FarmWise. It covers early stage through Series C in North America, with additional exposure to real assets. No dated operational events from the last 24 months appear in available records. The firm lists no additional offices beyond its Davis headquarters. The office structure centers on direct holdings in operating companies alongside manager relationships, with no disclosed external advisory board or succession vehicle.

General information

Firm type

Single Family Office

Year founded

1999

Location

Region

North America

Country

United States

City

Kalamazoo

Corporate office

Davis, CA, United States

Sector focus

AgriTech & FoodTechFinTechPropTechClimateTechDigital HealthRobotics & Automation

Frequently asked questions

Who runs investment decisions at Valley Oak Investments?

No named principals or investment committee members are disclosed in public materials.

Does Valley Oak Investments participate in fund commitments or only direct deals?

The firm uses both direct co-investments and allocations to external fund managers.

What investment stages does Valley Oak Investments typically target?

It covers Seed through Series C plus later growth rounds.

Which sectors does Valley Oak Investments focus on?

Primary sectors include AgriTech & FoodTech, PropTech, FinTech, ClimateTech, and Robotics & Automation.

Where does Valley Oak Investments deploy capital geographically?

All documented activity occurs in North America.

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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