DFX Intelligence
Venture Capital Intelligence
Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.
Firms / OAK Management Corporation
OAK Management Corporation
Oak Investment Partners is a multistage venture capital firm and a lead investor for the next generation of disruptive growth companies.
name or self-description says syndicate platform
Importance
57
elevated
Active deployment
30
moderate
Emerging
0
low
Completeness
75
high
Freshness
100
high
Research priority
15
moderate
Identity and regulatory footprint
- Headquarters
- Wilton, CTadviserinfo.sec.gov
- Office address
- 195 DANBURY ROAD, BUILDING A, SUITE 220, Wilton, CT, 06897adviserinfo.sec.gov
- Business phone
- 203-226-8346adviserinfo.sec.gov
- Website
- HTTPS://WWW.OAKVC.COM
- SEC adviser type
- exempt reporting adviseradviserinfo.sec.gov
- SEC exemption claimed
- venture capital fund adviseradviserinfo.sec.govItem 2.B(1): advises solely venture capital funds
- Latest Form ADV
- Mar 27, 2026
- Private funds reported
- 6 (6 venture capital funds)adviserinfo.sec.gov
- Private fund gross assets
- $117Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- Qualified Marital Trust Uw FBO Ellen M. Gallagher (Oak Ix Affiliates, Llc - Non-Executive Member), B; Bandel & Paula Carano Trust Dated 1/12/04 (Oak Associates Xiii, Llc - Non-Managing Member), B; Fredric & Stephanie Harman, As Ttees of the F.&s. Harman Family Trust Created by Agrmnt 7/26/96 (Oak Associates Xiii, Llc - Non-Managing Member), B; The Efg Trust II U/a Dtd 12/21/93 Edward M. Glassmeyer, Trustee (Oak Associates Xi, Llc - Non-Managing Member), A
- business phone
- 203-226-8346adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
150 observed deals
Stated (the firm’s website)
- Sectors
- healthcare, consumer, energy, media
- Stages
- multi stage
- Geography
- global, washington, d.c
- Check size
- not stated; DFX does not estimate checks from round sizes
- Self-described
- syndicate platform
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors
unknown 99%Other Technology 1%
lead rate n/afollow-on rate n/anew logos, 12 months 150
Funds and vehicles
6 reported, 8 no longer reported
| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| OAK Investment Partners Xiii, Limited Partnership | Fund | unknown | Unknown | $534M Mar 25, 2024 | 56 | $0 of $1.5B | Jun 16, 2009 |
| OAK Investment Partners Xii, Limited Partnership | Fund | unknown | Unknown | $52.2M Mar 25, 2024 | 182 | unknown | unknown |
| OAK Investment Partners Xi, Limited Partnership | Fund | unknown | Unknown | $5.0M Mar 25, 2024 | 128 | unknown | unknown |
| OAK Investment Partners Ix, Limited Partnership | Fund | unknown | Unknown | $391,139 Mar 25, 2024 | 79 | unknown | unknown |
| OAK Ix Affiliates Fund, Limited Partnership | Feeder or parallel | unknown | Unknown | $5,440 Mar 25, 2024 | 44 | unknown | unknown |
| OAK Ix Affiliates Fund-A, Limited Partnership | Feeder or parallel | unknown | Unknown | $1,799 Mar 25, 2024 | 81 | unknown | unknown |
| OAK Investment Partners Viii, Limited Partnership | Fund | unknown | Wound down | $4.4M May 6, 2016 | 74 | unknown | unknown |
| OAK Investment Partners X, Limited Partnership | Fund | unknown | Wound down | $3.3M Jun 3, 2022 | 129 | unknown | unknown |
| OAK Investment Partners VII, Limited Partnership | Fund | unknown | Wound down | $1.7M May 27, 2015 | 48 | unknown | unknown |
| OAK Investment Partners VI, Limited Partnership | Fund | unknown | Wound down | $801,941 Mar 28, 2013 | 50 | unknown | unknown |
| OAK Viii Affiliates Fund, Limited Partnership | Feeder or parallel | unknown | Wound down | $244,983 May 6, 2016 | 90 | unknown | unknown |
| OAK X Affiliates Fund, Limited Partnership | Feeder or parallel | unknown | Wound down | $93,654 Jun 3, 2022 | 101 | unknown | unknown |
| OAK VII Affiliates Fund, Limited Partnership | Feeder or parallel | unknown | Wound down | $78,401 May 27, 2015 | 96 | unknown | unknown |
| OAK VI Affiliates Fund, Limited Partnership | Feeder or parallel | unknown | Wound down | $32,661 Mar 28, 2013 | 83 | unknown | unknown |
GAV is the gross asset value the adviser reported on Form ADV for the vehicle, never the fund’s committed size and never dry powder. Form D sold is the amount sold as of the latest filing, never a final close.
Investment team
25 current, 6 departed
Allan Kwan
Board or advisoryAdvisor
Caroline Glassmeyer Rosenberg
Board or advisoryTrustee · since Dec 1, 1993
Edward Merritt Glassmeyer
Board or advisoryTrustee · since Dec 1, 1993
Emily Glassmeyer Grabowski
Board or advisoryTrustee · since Dec 1, 1993
Fellows Scott Glassmeyer
Board or advisoryTrustee · since Dec 1, 1993
Fredric Ward Harman
Board or advisoryTrustee · since Jul 1, 1996
Paula Michelle Carano
Board or advisoryTrustee · since Jan 1, 2004
Ren Riley
Board or advisoryAdvisor
Stephanie Curtis Harman
Board or advisoryTrustee · since Jul 1, 1996
William Shedd Glassmeyer
Board or advisoryTrustee · since Dec 1, 1993
Andrew Adams
General partnerGeneral Partner
Grace Ames
General partnerGeneral Partner & Chief Operating Officer
Andrew William Adams
Managing partnerOak Associates Xiii, Llc - Non-Executive Managing Member · since Jun 1, 2009
ANN Huntress Lamont
Managing partnerOak Associates Xiii, Llc - Executive Managing Member · since Jun 1, 2009
Ann Lamont
Managing partnerManaging Partner
Bandel Carano
Managing partnerManaging Partner
Bandel Lewis Carano
Managing partnerOak Associates Xiii, Llc - Executive Managing Member · since Jun 1, 2009
David Bradley Walrod
Managing partnerOak Associates X, Llc - Non-Managing Member · since Dec 1, 2000
Ed Glassmeyer
Managing partnerManaging Partner
Edward Fellows Glassmeyer
Managing partnerOak Associates Xiii, Llc - Executive Managing Member · since Jun 1, 2009
Fred Harman
Managing partnerManaging Partner
Grace Anne Ames
Managing partnerOak Associates Xiii, Llc - Non-Executive Managing Member · since Jun 1, 2009
Brian Dunefsky
Platform and operationsChief Compliance Officer
Brian Dunefsky
Platform and operationsOak Management Corporation - Chief Compliance Officer · since Dec 1, 2016
Dana Tavella
Platform and operationsController
6 departed (kept with end dates)
- Gerald Raphael Gallagher · Oak Associates Xiii, Llc - Executive Managing Member · Jun 1, 2009 to Mar 9, 2015 Inference
- Iftikar Ali Ahmed · Oak Associates Xiii, Llc - Non-Executive Managing Member · Jun 1, 2009 to May 27, 2015 Inference
- Warren Burton Riley · Oak Associates Xii, Llc - Non-Managing Member · May 1, 2006 to Mar 27, 2018 Inference
- Ellen Mullane Gallagher · Personal Representative · Jul 1, 2017 to Mar 29, 2022 Inference
- Gerald Patrick Gallagher · Personal Representative · Jul 1, 2014 to Mar 27, 2018 Inference
- Eileen Marie More · Oak Vii Affiliates, Llc - Non-Executive Member · May 1, 1997 to Mar 2, 2016 Inference
Investments on record
150 edges, 150 companies, 0 partner-attributed
“This investor” is the amount disclosed for this investor alone; it is unknown unless a source said it. The round size is the whole round.
Co-investors
14 relationships from shared deals, counted for the whole firm
Hwvp Management Company, L.L.C. 2 shared · recurringU.S. Venture Partners 1 shared · one timeNotion Capital 1 shared · one timeAsset Management Ventures, LLC 1 shared · one timeFirstmile Ventures, LLC 1 shared · one timeWebb Investment Network Management, LLC 1 shared · one timeArboretum Ventures 1 shared · one timeConcentric Team LLP 1 shared · one timeDraper Fisher Jurvetson Gotham Management LLC 1 shared · one timeInstitutional Venture 1 shared · one timeMillennium Technology Value Partners 1 shared · one timeDRAPER ASSOCIATES 1 shared · one timeCanaan Partners 1 shared · one timeFuture Ventures 1 shared · one time
Limited partners
3 disclosed
- Alaska Permanent Fund Corporation in OAK Investment Partners Xii, Limited Partnership $28.3M apfc.org
- Alaska Permanent Fund Corporation in OAK Investment Partners Xi, Limited Partnership $12.5M apfc.org
- Alaska Permanent Fund Corporation in OAK Investment Partners Xiii, Limited Partnership $50.0M apfc.org
Timeline
33 dated events
- Sep 15, 2026OAK Management Corporation: INSTITUTIONAL_VC -> SYNDICATE_PLATFORM (name or self-description says syndicate platform)Classification changedClassificationInferenceno URL
- Mar 28, 2023OAK X Affiliates Fund, Limited Partnership no longer reported on Form ADV by OAK Management CorporationFund no longer reportedFundsInferenceOAK X Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2023OAK Investment Partners X, Limited Partnership no longer reported on Form ADV by OAK Management CorporationFund no longer reportedFundsInferenceOAK Investment Partners X, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 29, 2022Ellen Mullane Gallagher (Personal Representative) no longer on Schedule A of OAK Management Corporation
- Mar 27, 2018Warren Burton Riley (Oak Associates Xii, Llc - Non-Managing Member) no longer on Schedule A of OAK Management Corporation
- Mar 27, 2018Gerald Patrick Gallagher (Personal Representative) no longer on Schedule A of OAK Management Corporation
- Mar 28, 2017OAK Viii Affiliates Fund, Limited Partnership no longer reported on Form ADV by OAK Management CorporationFund no longer reportedFundsInferenceOAK Viii Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 28, 2017OAK Investment Partners Viii, Limited Partnership no longer reported on Form ADV by OAK Management Corporation
- Dec 1, 2016Brian Dunefsky joined Schedule A of OAK Management Corporation as Oak Management Corporation - Chief Compliance Officer
- Mar 2, 2016OAK VII Affiliates Fund, Limited Partnership no longer reported on Form ADV by OAK Management CorporationFund no longer reportedFundsInferenceOAK VII Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 2, 2016Eileen Marie More (Oak Vii Affiliates, Llc - Non-Executive Member) no longer on Schedule A of OAK Management Corporation
- Mar 2, 2016OAK Investment Partners VII, Limited Partnership no longer reported on Form ADV by OAK Management Corporation
- May 27, 2015Iftikar Ali Ahmed (Oak Associates Xiii, Llc - Non-Executive Managing Member) no longer on Schedule A of OAK Management Corporation
- Mar 9, 2015Gerald Raphael Gallagher (Oak Associates Xiii, Llc - Executive Managing Member) no longer on Schedule A of OAK Management Corporation
- Jul 1, 2014Ellen Mullane Gallagher joined Schedule A of OAK Management Corporation as Personal Representative
- Jul 1, 2014Gerald Patrick Gallagher joined Schedule A of OAK Management Corporation as Personal Representative
- Mar 31, 2014OAK Investment Partners VI, Limited Partnership no longer reported on Form ADV by OAK Management CorporationFund no longer reportedFundsInferenceOAK Investment Partners VI, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 31, 2014OAK VI Affiliates Fund, Limited Partnership no longer reported on Form ADV by OAK Management CorporationFund no longer reportedFundsInferenceOAK VI Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Management Corporation first filed Form ADV (ERA, venture capital fund adviser exemption)First SEC adviser filingOrganizationFactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Investment Partners VII, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $16,727,110Fund first reported on Form ADVFundsFactOAK Investment Partners VII, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK VI Affiliates Fund, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $46,447Fund first reported on Form ADVFundsFactOAK VI Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Investment Partners Xii, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $2,521,460,113Fund first reported on Form ADVFundsFactOAK Investment Partners Xii, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK X Affiliates Fund, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $19,633,974Fund first reported on Form ADVFundsFactOAK X Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Investment Partners Xi, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $945,393,574Fund first reported on Form ADVFundsFactOAK Investment Partners Xi, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Viii Affiliates Fund, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $689,522Fund first reported on Form ADVFundsFactOAK Viii Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Investment Partners X, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $1,107,938,902Fund first reported on Form ADVFundsFactOAK Investment Partners X, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Investment Partners Viii, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $25,815,612Fund first reported on Form ADVFundsFactOAK Investment Partners Viii, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Investment Partners Ix, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $90,030,658Fund first reported on Form ADVFundsFactOAK Investment Partners Ix, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Ix Affiliates Fund-A, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $3,285,144Fund first reported on Form ADVFundsFactOAK Ix Affiliates Fund-A, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Ix Affiliates Fund, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $1,369,974Fund first reported on Form ADVFundsFactOAK Ix Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Investment Partners VI, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $730,162Fund first reported on Form ADVFundsFactOAK Investment Partners VI, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK Investment Partners Xiii, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $783,136,656Fund first reported on Form ADVFundsFactOAK Investment Partners Xiii, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
- Mar 30, 2012OAK VII Affiliates Fund, Limited Partnership first reported on Form ADV by OAK Management Corporation (Venture Capital Fund), GAV $491,524Fund first reported on Form ADVFundsFactOAK VII Affiliates Fund, Limited PartnershipSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Classification history
- Sep 15, 2026Syndicate platform (confirmed, 95%, cls-1)name or self-description says syndicate platform
- Sep 15, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $591M across 6 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%, cls-1)venture manager, reported GAV $591M across 3 vehicles
Evidence
66 observations from 3 sources