Oakwell Associates

Finance · Pennsylvania, United States · 11-50 Employees

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Overview

Headquarters

100 S Broad St, Philadelphia, Pennsylvan...

Revenue

<$5 Million

Industry

Finance Securities Trading Venture Capital & Private Equity
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1

About Oakwell Associates

Oakwell Associates is a Philadelphia-based global private equity investment and advisory firm that distinguishes itself from traditional private equity firms by not managing funds or commingling investor capital. The firm operates through two divisions: Direct Investment and Advisory, ensuring alignment of interests by co-investing alongside clients. It serves a diverse clientele, including individuals, multi-generational families, and family offices, leveraging its extensive expertise and network to navigate complex investment landscapes. With a focus on integrity, transparency, and client-driven processes, Oakwell Associates aims to build prosperous partnerships and deliver optimal investment opportunities in sectors like medical technology, healthcare, and real estate.Explore more
Oakwell Associates's Social MediaPopular SearchesOakwell AssociatesSIC Code 67,679NAICS Code 52,523Show more

Oakwell Associates Org Chart

PhoneEmail
PZ
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Limited Partner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Oakwell Associates

<$5M
11-50
Private
-
-
PZ
Paul ZirbserLimited Partner
<$5M
11-50
Private
-
2003
<$5M
1-10
Private
-
-
<$5M
11-50
Private
-
2007
Ellis Fried, Principal at Vanterra Capital
Ellis FriedPrincipal
<$5M
1-10
Private
-
-
GS
Gregory SiemonsChief Operating Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Oakwell Associates is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Oakwell Associates is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oakwell Associates.

Oakwell Associates Tech Stack

A closer look at the technologies used by Oakwell Associates

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Frequently Asked Questions Regarding Oakwell Associates

What is Oakwell Associates's official website?
Oakwell Associates's official website is www.oakwellassociates.com
What is Oakwell Associates's Revenue?
Oakwell Associates's revenue is <$5 Million
What is Oakwell Associates's SIC code?
Oakwell Associates's SIC: 67,679
What is Oakwell Associates's NAICS code?
Oakwell Associates's NAICS: 52,523
How many employees does Oakwell Associates have?
Oakwell Associates has 11-50 employees
What industry does Oakwell Associates belong to?
Oakwell Associates is in the industry of: Finance, Securities Trading, Venture Capital & Private Equity
What is Oakwell Associates competition?
Oakwell Associates top competitors include: Trinity Alps Capital Partners, Vanterra Capital, Ellipse Capital, Franklin Park Associates
What technology does Oakwell Associates use?
Some of the popular technologies that Oakwell Associates uses are: GoCentral, Google Font API, Microsoft 365, GoDaddy DNS
What does Oakwell Associates do?

Oakwell Associates is a Philadelphia-based global private equity investment and advisory firm that distinguishes itself from traditional private equity firms by not managing funds or commingling investor capital. The firm operates through two divisions: Direct Investment and Advisory, ensuring alignment of interests by co-investing alongside client... s. It serves a diverse clientele, including individuals, multi-generational families, and family offices, leveraging its extensive expertise and network to navigate complex investment landscapes. With a focus on integrity, transparency, and client-driven processes, Oakwell Associates aims to build prosperous partnerships and deliver optimal investment opportunities in sectors like medical technology, healthcare, and real estate.Read More

What are Oakwell Associates social media links?
Oakwell Associates Linkedin page
Is Oakwell Associates a public company?
Oakwell Associates is private company therefore does not currently have an official ticker symbol
See more information about Oakwell Associates

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