OAK Management Corporation
Oak Investment Partners is a multistage venture capital firm and a lead investor for the next generation of disruptive growth companies.
In the firm's own words, from its website.
20 additional team members, 22 additional co-investors and affiliates, 178 additional investments, funds and LPs, 29 events, 1 verified contact (1 firm phone)
Every relationship, signal and contact on this record, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What matters now
- 1 companyportfolio raising
One portfolio company has new financing on record in 6 months without this firm named on the round; the latest on 29 Jun 2026 ($20.3M sold on Form D).
A portfolio company raising again is a follow-on decision for the firm and a co-investment opening for others.
- 3 dealswith VR Management
Invests most often alongside VR Management (3 shared deals) and Hwvp Management Company (2 shared deals).
pair last observed on record 1 Oct 2026, not a deal date · The firms it syndicates with are the likeliest to see the same deals and to fill out its rounds.
Measuredshared rounds and portfolio companies on recordFor Founders building a round, co-investorsCo-investors →
People to know
View all people- Managing PartnerWhy: Managing partner: runs the firmNo route on file yet
- Oak Associates Ix, Llc - Executive Managing MemberWhy: Named with investment responsibilityNo route on file yet
- Oak Associates Xiii, Llc - Executive Managing MemberWhy: Named with investment responsibilityNo route on file yet
Relationship network
215 connected entities50 observed rounds12 repeat counterparties1 dated round shown here, 2012
From financing rounds and every investor named in them, Form ADV and Form D filings, the firm's funds and team, and disclosed LP commitments in the venture capital graph. A round's amount is the size of the round, not money that moved between two investors.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the rounds and sources behind it. Line weight is rounds together; dashed lines are inferred.
- Sponsor
- Company
- Capital provider
- Fund or vehicle
- Person
›How strength and recency are read
Co-investors are read from the rounds: three or more shared rounds is a strong observed relationship, two a repeat co-investor, one a single round. Funds and people are structural. Nothing is scored that a reader cannot check.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
How am I connected?
Name your firm, a company or a person, and DFX finds the published routes to OAK Management Corporation: a shared portfolio company or board, a prior employer, a co-investor, a shared LP or service provider. Every step is a filed or published record with its source; none is a guess about who knows whom.
See how you connect to OAK Management Corporation
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Investing
160 companies on record, 0 new in 12 months
Investments on record
What these amounts mean“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.Acquired, Public, Exited and Active are what the firm’s own portfolio card says, read on the date shown when you hover the chip; they are not deal dates. A company with no chip is one whose card states no outcome: DFX does not assume it is active.| Company | Round | Role | Partner | Round size | This investor | Date | Source |
|---|---|---|---|---|---|---|---|
| 2Wire Inc | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Aavid Thermal Technologies | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
| Acculynk, Inc | portfolio listing | unknown | unknown | unknown | unknown | Sep 16, 2026 | Fact Firm website |
Stated thesis versus observed behaviour
- 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
Team
24 current, 6 departed
Decision makers
- Fred Harman · Managing PartnerWhy this person: Managing partner: runs the firm; Named with investment responsibility
- Ann Huntress Lamont · Oak Associates Ix, Llc - Executive Managing MemberWhy this person: Named with investment responsibility
- Bandel Lewis Carano · Oak Associates Xiii, Llc - Executive Managing MemberWhy this person: Named with investment responsibility
Ranked by the role the firm or its filing states, a route on file and deals led. Every reason is read from the record, never inferred. Routes are published by the person or the firm (their bio, the team page or a filing) and are revealed on a plan; data bought from a provider is never shown, and a route printed at a firm the person has since left is held back.
Investment team
How the team is orderedPartners who lead rounds first (rounds led, then deals attributed, then seniority), then the rest of the investment team, then investor relations, finance and operations. A person named by two sources under two spellings is shown once.- Oak Associates Xiii, Llc - Executive Managing Member · 35 deals attributed
- Managing Partner · 8 deals attributed
- Oak Associates Ix, Llc - Executive Managing Member · 2 deals attributed
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
Contacts
1 firm phone on record, each with its source. Values open with the complete profile.
Funds and LPs
6 vehicles, 1 LPs disclosed
Funds and vehicles
What these amounts meanGAV 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.| Vehicle | Type | Vintage | Lifecycle | Reported GAV | Owners | Form D sold | Latest Form D |
|---|---|---|---|---|---|---|---|
| OAK Investment Partners Xiii, Limited Partnership | Fund | unknown | Unknown | $63.6M Mar 27, 2026 | 51 | $0 of $1.5B | Jun 16, 2009 |
| OAK Investment Partners Xii, Limited Partnership | Fund | unknown | Unknown | $51.3M Mar 27, 2026 | 172 | unknown | unknown |
| OAK Investment Partners Xi, Limited Partnership | Fund | unknown | Unknown | $2.2M Mar 27, 2026 | 118 | unknown | unknown |
Limited partners
- 3 commitments to 3 funds · $90.8M disclosed
Known LPs and allocators
What these amounts and dates areEach commitment is counted once across the pension tape and the allocator graph. A commitment date prints only when the source printed one; otherwise the row carries the report date. A foundation’s 990-PF line is a holding at fair value, never a commitment. Rows without a fund on the venture graph are commitments to this manager.| Allocator | Type | Fund | Amount | Date | Source |
|---|---|---|---|---|---|
| Washington State Investment Board | PUBLIC INSTITUTIONAL POOL | OAK Investment Partners Xi, Limited Partnership | $100M committed | committed Jul 21, 2004 | Fact Pension disclosure |
| Washington State Investment Board | PUBLIC INSTITUTIONAL POOL | OAK Investment Partners X, Limited Partnership | $100M committed | committed Jan 18, 2001 | Fact Pension disclosure |
| Oregon Public Employees Retirement Fund | PUBLIC INSTITUTIONAL POOL | OAK Investment Partners Xiii, Limited Partnership | $75.0M committed | reported as of Mar 31, 2026 | Fact Pension disclosure |
Relationships across DFX
24 co-investors · on 2 other DFX graphs
Co-investors
- 2026-10-013 shared deals · recurring
- 2026-10-012 shared deals · recurring
- 2015-02-022 shared deals · recurring
Across DFX and the capital chainon 2 other DFX graphs · 61 capital paths ShowHide
- The same institution is held on Allocators, RIA and Wealth, matched by identifier. See which records
OAK Management Corporation is the same institution as 2 records in Allocators and RIA and Wealth.
DFX found 2 relationships across 2 datasets
Which record it is in each graph, what it is called there, and how the two were matched.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Checking your plan…
OAK Management Corporation sits on 61 traced paths of capital across the graphs.
DFX traced 61 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
Checking your plan…
Evidence and history
34 dated events, 80 observations from 3 sources
Timeline
- seen on or beforeSep 24, 2026OAK Management Corporation: SYNDICATE_PLATFORM -> INSTITUTIONAL_VC (venture manager, reported GAV $117M across 6 vehicles)Classification changedClassificationInference
- seen on or beforeSep 15, 2026OAK Management Corporation: INSTITUTIONAL_VC -> SYNDICATE_PLATFORM (name or self-description says syndicate platform)Classification changedClassificationInference
- Mar 28, 2023OAK X Affiliates Fund, Limited Partnership no longer reported on Form ADV by OAK Management Corporation
- Mar 28, 2023OAK Investment Partners X, Limited Partnership no longer reported on Form ADV by OAK Management Corporation
- Mar 29, 2022Ellen Mullane Gallagher (Personal Representative) no longer on Schedule A of OAK Management Corporation
Identity and regulatory footprint
Address, phone, Form ADV filing and ownersForm ADV filed Mar 27, 2026 · 6 private fundsShowHide
- Headquarters
- Wilton, CTadviserinfo.sec.gov
- Office address
- unknownadviserinfo.sec.gov
- Business phone
- unknownadviserinfo.sec.gov
- Website
- 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, adviser total
- $117Madviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
- Owners on Schedule A
- The Efg Trust II U/a Dtd 12/21/93 Edward M. Glassmeyer, Trustee (Oak Associates Xi, Llc - Non-Managing Member), owns 5% to 10%; Bandel & Paula Carano Trust Dated 1/12/04 (Oak Associates Xiii, Llc - Non-Managing Member), owns 10% to 25%; Qualified Marital Trust Uw FBO Ellen M. Gallagher (Oak Ix Affiliates, Llc - Non-Executive Member), owns 10% to 25%
Classification history
Classification history
Every classification this record has carried4 on recordShowHide
- Sep 24, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $117M across 6 vehicles
- Sep 15, 2026Syndicate platform (confirmed, 95%)Name or self-description says syndicate platform
- Sep 15, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $591M across 6 vehicles
- Sep 12, 2026Institutional venture firm (confirmed, 95%)Venture manager, reported GAV $591M across 3 vehicles
Evidence
Every observation behind this profile, with its source, date and class
| Fact | Value | Effective | Class | Source |
|---|---|---|---|---|
| Why admitted | VC exemption, VC funds reported | Mar 27, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 27, 2026 | Fact | Form ADV |
| SEC exemption claimed | Venture capital fund adviser | Mar 25, 2024 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 27, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 27, 2026 | Fact | Form ADV |
| SEC adviser type | Exempt reporting adviser | Mar 25, 2024 | Fact | Form ADV |
| First Form ADV filing | 2012-03-30 | Mar 27, 2026 | Fact | Form ADV |
| First Form ADV filing | 2012-03-30 | Mar 25, 2024 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-30 | Oct 1, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-29 | Sep 30, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-25 | Sep 26, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-23 | Sep 24, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-21 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1+panel:2026-09-22 | Sep 23, 2026 | Fact | Form ADV |
| Adv history loaded | adv-hist-1 | Sep 12, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-27 | Mar 27, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2026-03-27 | Mar 27, 2026 | Fact | Form ADV |
| Latest Form ADV filing | 2024-03-25 | Mar 25, 2024 | Fact | Form ADV |
| SEC status | ERA - Active | Mar 27, 2026 | Fact | Form ADV |
| SEC status effective | 2012-03-30 | Mar 27, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 27, 2026 | Fact | Form ADV |
| Venture share of reported funds | 1 | Mar 25, 2024 | Fact | Form ADV |
| Business phone | Mar 27, 2026 | Fact | Form ADV | |
| Business phone | Mar 25, 2024 | Fact | Form ADV | |
| Contact page url | Sep 16, 2026 | Fact | ||
| Description | Sep 16, 2026 | Fact | ||
| Description | Sep 15, 2026 | Fact | ||
| Headquarters | Wilton, CT | Mar 27, 2026 | Fact | Form ADV |
| Headquarters | Wilton, CT | Mar 25, 2024 | Fact | Form ADV |
| Office address | Mar 27, 2026 | Fact | Form ADV | |
| Office address | Mar 25, 2024 | Fact | Form ADV | |
| Self-described type | Syndicate platform | Sep 16, 2026 | Fact | |
| Self-described type | Syndicate platform | Sep 15, 2026 | Fact | |
| Legal form | Corporation | Mar 27, 2026 | Fact | Form ADV |
| Legal form | Corporation | Mar 25, 2024 | Fact | Form ADV |
| Portfolio page | Sep 16, 2026 | Fact | ||
| Portfolio page | Sep 15, 2026 | Fact | ||
| Private funds reported | 6 | Mar 27, 2026 | Fact | Form ADV |
| Private funds reported | 6 | Mar 27, 2026 | Fact | Form ADV |
| Private funds reported | 6 | Mar 25, 2024 | Fact | Form ADV |
| Private fund gross assets (reported) | $117M | Mar 27, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $117M | Mar 27, 2026 | Fact | Form ADV |
| Private fund gross assets (reported) | $591M | Mar 25, 2024 | Fact | Form ADV |
| Schedule a diff | sadiff-1 | Mar 27, 2026 | Fact | Form ADV |
| Stated geography | global,washington, d.c “geography words on the home page” | Sep 16, 2026 | Fact | |
| Stated geography | global,washington, d.c “geography words on the home page” | Sep 15, 2026 | Fact | |
| Stated sectors | Healthcare, consumer, energy, media “sector words on the home page” | Sep 16, 2026 | Fact | |
| Stated sectors | Healthcare, consumer, energy, media “sector words on the home page” | Sep 15, 2026 | Fact | |
| Stated stages | Multi stage “stage words on the home page” | Sep 16, 2026 | Fact | |
| Stated stages | Multi stage “stage words on the home page” | Sep 15, 2026 | Fact | |
| Team page | Sep 16, 2026 | Fact | ||
| Team page | Sep 15, 2026 | Fact | ||
| Venture funds reported | 6 | Mar 27, 2026 | Fact | Form ADV |
| Venture funds reported | 6 | Mar 27, 2026 | Fact | Form ADV |
| Venture funds reported | 6 | Mar 25, 2024 | Fact | Form ADV |
| Website | Mar 27, 2026 | Fact | Form ADV | |
| Website | Mar 25, 2024 | Fact | Form ADV | |
| Site title | Sep 16, 2026 | Fact | ||
| Site title | Sep 15, 2026 | Fact |
How this is scored
Scores, classification basis and filing advisersInstitutional venture firm, confirmedShowHide
Venture manager, reported GAV $117M across 6 vehicles
- importance
- gav: 0.32 · funds: 1 · people: 1 · investments: 0.86 · co investors: 0.56
- active deployment
- investments 12m: 0 · fund raising 18m: 0 · people joined 12m: 0 · vintage within 3y: 0 · latest investment at: not scored
- emerging manager
- fund count: 14 · reported gav: $117M · first adv filing: 2012-03-30 · years since first filing: 14.5
Fits, record history and connections
scored matches for this investor, every identity change, every edge
Record history
- Organization classification changed2026-09-24
- Organization classification changed2026-09-15
- Adviser's first ADV filing2012-03-30source on record
The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
Not yet on record: latest vintage.