Oakpoint Advisors is an alternative asset placement agent that provides comprehensive sales and marketing services to select alternative asset managers.  Through its registered broker-dealer Oakpoint Solutions LLC, Oakpoint will work with private companies connecting institutions with capital markets through special situations underwriting. As trusted partners, we are an extension of our managers and their brand. 
Oakpoint’s team has lead successful campaigns across a range of strategies drawing on its extensive institutional network of endowments, foundations, public and private pensions, consultants, sovereigns and family offices.
In addition to its capital formation platform, Oakpoint partners with select managers to provide comprehensive hedge fund advisory services designed to manage critical non-investment functions including Accounting, Cash Management, Middle-Office Operations and Regulatory & Compliance.

Hedge Funds

Investment Management

Marketing

Trading & Exchanges

Oakpoint Advisors

Oakpoint Advisors' headquarters in Tampa, United States

Jon Conner

Samuel Mosey

Chris Capozzalo

This department focuses on interpreting complex data sets to inform decision-making and strategic planning.

Data Analysis

This department focuses on overseeing operational efficiency and managing capital investment strategies.

Operations and Capital Management

This department focuses on establishing and nurturing strategic partnerships to enhance organizational growth and collaboration.

Oakpoint Advisors

Org chart

Teams

Data Analysis

Operations and Capital Management

Partnership Development

Offices

Oakpoint Advisors

Org chart

Teams

Data Analysis

Operations and Capital Management

Partnership Development

Offices

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