OakPoint is a vertically integrated real estate investment firm with principal offices in Nashville, Tennessee and Austin, Texas.
Stated: Building products, Real estate
Industries: Manufacturing (stated) · Real estate (stated)
Lower middle market2024 PE fund GAV $25.4M4 PE funds of 4, latest vintage 2024investment professionals not trackedlast event Jul 20, 2021
A global brokerage and investment bank offering trusted advice and tailored solutions for individuals, families, corporations, and institutions.
Stated: Financial services
Industries: Financial services (stated)
Lower middle market2024 PE fund GAV $14.5M2 PE funds of 2, latest vintage 2025investment professionals not trackedlast event Mar 17, 1988
Hybrid manager · probable We integrate sustainability in our investing process and established Optimas Foundation in 2018 to build more sustainable and prosperous communities.
Stated: Technology, Financial services
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
unsized2024 PE fund GAV not reported1 PE fund of 14 investment professionalslast event Feb 25, 2019
Venture firm with private equity activity · probable ••• Locked
Stated: Technology, Financial services, Infrastructure, Real estate
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market2024 PE fund GAV $215M20 PE funds of 25, latest vintage 20261 investment professionallast event Jul 31, 2026
••• Locked
Stated: Technology, Financial services, Infrastructure, Aerospace and defense
Industries: Software (11 companies) · Manufacturing (4 companies) · Tech-enabled and IT services (3 companies)
Lower middle market2024 PE fund GAV $10.7M1 PE fund of 1, latest vintage 20241 investment professionallast event Feb 4, 2026
P•••••••Vienna, VA · p•••••••.com · SEC registered investment adviser
Buyout firm••• Locked
Stated: Financial services
Industries: Financial services (stated)
Lower middle market2024 PE fund GAV $59.6M9 PE funds of 19, latest vintage 202510 investment professionalslast event Jan 30, 2012
P••Grand Cayman · p••.com · SEC exempt reporting adviser
Buyout firm · probable••• Locked
Stated: control or majority or minority · Energy, Infrastructure, Real estate, Healthcare and 10 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Upper middle market2024 PE fund GAV $22B32 PE funds of 35, latest vintage 20253 investment professionalslast event Mar 31, 2026
Private credit manager · probable ••• Locked
Stated: Real estate, Consumer
Industries: Consumer products and retail (stated) · Consumer services (stated) · Real estate (stated)
unsized2024 PE fund GAV not reported6 PE funds of 6, latest vintage 201318 investment professionalslast event Sep 1, 2026
P•••••••San Francisco, CA · p•••••••.com · SEC registered investment adviser
Buyout firm••• Locked
Stated: Financial services, Infrastructure
Industries: Financial services (stated) · Energy, utilities and infrastructure (stated)
Large cap2024 PE fund GAV $32B72 PE funds of 130, latest vintage 20253 investment professionalslast event Jul 14, 2026
Venture firm with private equity activity · probable ••• Locked
Stated: Technology, Financial services, Infrastructure, Building products
Industries: Financial services (3 companies) · Tech-enabled and IT services (2 companies) · Software (1 company)
Lower middle market2024 PE fund GAV $7.6M3 PE funds of 5, latest vintage 2024investment professionals not trackedlast event Mar 31, 2026
••• Locked
Stated: Financial services
Industries: Financial services (stated)
Lower middle market2024 PE fund GAV $111M2 PE funds of 2, latest vintage 202010 investment professionalslast event Oct 19, 2016
••• Locked
Stated: Financial services, Real estate
Industries: Financial services (stated) · Real estate (stated)
Lower middle market2024 PE fund GAV $144M8 PE funds of 8, latest vintage 20172 investment professionalslast event Sep 1, 2026
••• Locked
Stated: Healthcare, Life sciences, Technology, Software and 1 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
unsized2024 PE fund GAV not reported0 PE funds of 0investment professionals not trackedlast event May 11, 2026
••• Locked
Stated: Real estate
Industries: Real estate (stated)
Upper middle market2024 PE fund GAV $13B2 PE funds of 2, latest vintage 202124 investment professionalslast event Aug 29, 2019
Venture firm with private equity activity · probable ••• Locked
Stated: revenue $5.0M to $150M · Financial services, Technology
Industries: Software (5 companies) · Tech-enabled and IT services (3 companies) · Hardware and deep tech (3 companies)
unsized2024 PE fund GAV not reported0 PE funds of 15 investment professionalslast event Mar 30, 2012
••• Locked
Stated: Healthcare, Food and beverage, Energy, Transportation and logistics and 6 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Upper middle market2024 PE fund GAV $13B91 PE funds of 92, latest vintage 20243 investment professionalslast event Mar 24, 2026
••• Locked
Stated: Technology, Financial services, Franchising
Industries: Financial services (1 company) · Software (stated) · Tech-enabled and IT services (stated)
Middle market2024 PE fund GAV $1.1B7 PE funds of 8, latest vintage 20223 investment professionalslast event Feb 14, 2012
Hybrid manager · probable ••• Locked
Stated: Financial services
Industries: Financial services (stated)
unsized2024 PE fund GAV not reported0 PE funds of 0investment professionals not trackedlast event Jun 27, 2025
Venture firm with private equity activity · probable ••• Locked
Stated: Technology, Real estate
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
unsized2024 PE fund GAV not reported0 PE funds of 11 investment professionallast event Sep 1, 2026
Hybrid manager · probable ••• Locked
Stated: minority · Financial services
Industries: Financial services (stated)
unsized2024 PE fund GAV not reported0 PE funds of 1, latest vintage 2019investment professionals not trackedlast event Mar 14, 2023
Hybrid manager · probable ••• Locked
Stated: Aerospace and defense, Infrastructure, Real estate
Industries: Aerospace, defense and government (stated) · Energy, utilities and infrastructure (stated) · Real estate (stated)
Lower middle market2024 PE fund GAV $322M27 PE funds of 35, latest vintage 201878 investment professionalslast event Mar 31, 2026
P••••••• P•••••••Salt Lake City, UT · w•••••••••.com · SEC registered investment adviser
Buyout firm••• Locked
Stated: Real estate
Industries: Real estate (stated)
Middle market2024 PE fund GAV $2.3B31 PE funds of 41, latest vintage 20261 investment professionallast event Aug 25, 2026
••• Locked
Stated: Energy, Financial services, Industrials, Infrastructure
Industries: Financial services (stated) · Industrial services (stated) · Manufacturing (stated)
Lower middle market2024 PE fund GAV $907M11 PE funds of 20, latest vintage 202514 investment professionalslast event May 26, 2026
Venture firm with private equity activity · probable ••• Locked
Stated: Healthcare, Life sciences, Food and beverage, Financial services and 1 more
Industries: Life sciences (1 company) · Healthcare services (stated) · Financial services (stated)
unsized2024 PE fund GAV not reported1 PE fund of 16 investment professionalslast event Apr 3, 2012
Hybrid manager · probable ••• Locked
Stated: Financial services
Industries: Financial services (stated)
Lower middle market2024 PE fund GAV $110M1 PE fund of 3, latest vintage 202118 investment professionalslast event Mar 30, 2022
••• Locked
Stated: EBITDA $5.0M to $50.0M · EV $50.0M to $500M · equity check $50.0M to $200M · Financial services
Industries: Financial services (stated)
Middle market2024 PE fund GAV $1.5B2 PE funds of 3, latest vintage 202024 investment professionalslast event Mar 6, 2014
••• Locked
Stated: Financial services, Real estate
Industries: Financial services (stated) · Real estate (stated)
Lower middle market2024 PE fund GAV $1.0B36 PE funds of 48, latest vintage 20255 investment professionalslast event Mar 31, 2026
••• Locked
Stated: Financial services
Industries: Financial services (stated)
Lower middle market2024 PE fund GAV $50.0M1 PE fund of 1, latest vintage 20242 investment professionalslast event Aug 15, 2012
••• Locked
Stated: Real estate
Industries: Real estate (stated)
Lower middle market2024 PE fund GAV $61.5M3 PE funds of 5, latest vintage 202110 investment professionalslast event Mar 24, 2026
••• Locked
Stated: control or minority · Business services, Technology, Distribution, Software and 1 more
Industries: Industrial services (1 company) · Software (stated) · Tech-enabled and IT services (stated)
Middle market2024 PE fund GAV $1.4B10 PE funds of 10, latest vintage 202310 investment professionalslast event Jul 27, 2026
P•••••• C••••••Aliso Viejo, CA · p•••••••••.com · SEC registered investment adviser
Private credit manager · probable••• Locked
Stated: Financial services
Industries: Financial services (stated)
Middle market2024 PE fund GAV $1.1B2 PE funds of 2, latest vintage 20245 investment professionalslast event Jun 1, 2026
Private credit manager · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
Lower middle market2024 PE fund GAV $797M3 PE funds of 8, latest vintage 2023128 investment professionalslast event Jun 8, 2026
Hybrid manager · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
unsized2024 PE fund GAV not reported1 PE fund of 13, latest vintage 20263 investment professionalslast event Mar 30, 2012
P••••• A•••••••Dallas, TX · p•••••••••.com · SEC registered investment adviser
Buyout firm · probable••• Locked
Stated: Financial services, Real estate
Industries: Financial services (stated) · Real estate (stated)
unsized2024 PE fund GAV not reported1 PE fund of 1, latest vintage 20161 investment professionallast event Jan 30, 2015
P••••••• C••••••Newport Beach, CA · p•••••••••.com · SEC registered investment adviser
Buyout firm · probable••• Locked
Stated: Building products, Financial services
Industries: Financial services (stated) · Manufacturing (stated)
unsized2024 PE fund GAV not reported0 PE funds of 011 investment professionalslast event Sep 1, 2026
Hybrid manager · probable ••• Locked
Stated: minority · Business services, Life sciences, Education, Software and 3 more
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
unsized2024 PE fund GAV not reported0 PE funds of 03 investment professionalslast event Sep 15, 2026
••• Locked
Stated: Financial services, Business services, Healthcare, Industrial services and 3 more
Industries: Business services (13 companies) · Manufacturing (12 companies) · Healthcare services (11 companies)
Middle market2024 PE fund GAV $2.7B47 PE funds of 49, latest vintage 202446 investment professionalslast event May 28, 2026
R••••• C••••••San Francisco, CA · r•••••••••.com · SEC exempt reporting adviser
Venture firm with private equity activity · probable••• Locked
Stated: Financial services
Industries: Financial services (stated)
Lower middle market2024 PE fund GAV $10.4M1 PE fund of 1, latest vintage 20211 investment professionallast event Sep 1, 2026
••• Locked
Stated: equity check $3.0M to $10.0M · Financial services
Industries: Transportation and logistics (1 company) · Financial services (stated)
Lower middle market2024 PE fund GAV $7.2M8 PE funds of 8, latest vintage 20234 platforms3 investment professionalslast event Sep 1, 2026
••• Locked
Stated: Financial services
Industries: Financial services (stated)
unsized2024 PE fund GAV not reported1 PE fund of 1investment professionals not trackedlast event Feb 12, 2021
••• Locked
Stated: Real estate
Industries: Real estate (stated)
Lower middle market2024 PE fund GAV $3.9M2 PE funds of 2, latest vintage 20221 investment professionallast event Jun 7, 2023
Stated: Financial services
Industries: Financial services (stated)
Lower middle market2024 PE fund GAV not reported2 PE funds of 2, latest vintage 20204 investment professionalslast event Sep 1, 2026
Venture firm with private equity activity · probable ••• Locked
Stated: Real estate
Industries: Software (1 company) · Tech-enabled and IT services (1 company) · Hardware and deep tech (1 company)
unsized2024 PE fund GAV not reported1 PE fund of 1, latest vintage 201116 investment professionalslast event May 26, 2026
Venture firm with private equity activity · probable ••• Locked
Stated: Technology, Real estate
Industries: Software (stated) · Tech-enabled and IT services (stated) · Hardware and deep tech (stated)
Lower middle market2024 PE fund GAV $168M1 PE fund of 13 investment professionalslast event Sep 24, 2020
••• Locked
Stated: Energy, Financial services
Industries: Financial services (stated) · Energy, utilities and infrastructure (stated)
Lower middle market2024 PE fund GAV not reported4 PE funds of 4, latest vintage 200831 investment professionalslast event Sep 1, 2026
Hybrid manager · probable Stated: Infrastructure, Real estate
Industries: Energy, utilities and infrastructure (stated) · Real estate (stated)
unsized2024 PE fund GAV not reported0 PE funds of 4, latest vintage 20163 investment professionalslast event Sep 17, 2026
••• Locked
Stated: EBITDA $5.0M to $25.0M · revenue $20.0M+ · equity check $20.0M+ · majority or minority · Infrastructure, Technology, Financial services, Media and telecom
Industries: Software (1 company) · Healthcare services (1 company) · Consumer products and retail (1 company)
Middle market2024 PE fund GAV $1.8B10 PE funds of 10, latest vintage 20221 platform21 investment professionalslast event Aug 18, 2026
Hybrid manager · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
unsized2024 PE fund GAV not reported0 PE funds of 0investment professionals not trackedlast event Nov 11, 2025
Venture firm with private equity activity · probable ••• Locked
Stated: Distribution, Financial services
Industries: Financial services (stated) · Distribution (stated)
Upper middle market2024 PE fund GAV $19B85 PE funds of 106, latest vintage 20263 investment professionalslast event Aug 25, 2026
Venture firm with private equity activity · probable ••• Locked
Stated: Real estate
Industries: Real estate (stated)
Lower middle market2024 PE fund GAV $01 PE fund of 2, latest vintage 20243 investment professionalslast event Jun 22, 2026